Our Expertise

PASSION  ♦  PURPOSE  ♦   FOCUS  ♦  COMMITMENT  ♦  VISION

We are professional advisors with diverse expertise and backgrounds. Some of our team members have been serving wealthy families and businesses for more than forty years.

At Lofy Group, our professional staff is trained, credentialed and experienced in the Financial discipline dedicated to your overall wealth and helping you Connect Your Money to Your Life™.

We pride ourselves on offering independent, unbiased financial advice and strategies to our clients.

Our advisors leverage the research, back office and other services of LPL Financial, the nation’s number one independent broker/dealer.*

*Based on total revenues, as reported in Financial Planning magazine, June 1996-2013