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LGG Financial

EST. AUM
$563,886,399

CONTACTS
2

CLIENT ACCOUNTS
896

Firm Details

Metro area Washington, DC
CRD Number 305002
Website lggfinancial.com
Client types

Overview

The Luts & Greenleigh Group, Inc., doing business as LGG Financial, is a fee-only RIA based in Bethesda, Maryland. Founded in 2012 by industry veterans Brian Luts and David Greenleigh, the firm emphasizes a personalized, high-touch approach, deliberately maintaining a small client base to ensure deep, enduring relationships. LGG offers comprehensive financial planning, investment management, estate planning, and retirement strategies, all tailored to individual client needs. Their investment philosophy centers on long-term, diversified portfolios, utilizing a mix of low-cost mutual funds, ETFs, individual bonds, and equities. Operating independently and free from corporate affiliations, LGG upholds a fiduciary standard that prioritizes clients' best interests, making it a compelling choice for investors seeking dedicated, conflict-free financial stewardship.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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