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October 2021 by Lindsay The Baking Realtor
The LBW team is amazing! They really listen to my needs and look at the whole picture, not just retirement. They are the first financial professionals that aren't trying to sell me or talk me into anything. They study my specific situation instead of trying to stick me into a general box. I highly recommend them!
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October 2020 by Karla Wetley
Our family has used LBW for a few years and have nothing but good things to say. Their focus is always helping you manage your life and finances in the best way possible, even if that means you stop investing through them for a while. Not only does Nathaniel do a fantastic job investing, but Tim and Darin give great advice and insight into day to day budgeting, and Dan knows so much about other practical needs including insurance, wills etc. One of our favorite things about the firm is the network—if we have ever needed expert advice, they can recommend a high quality individual to help (lawyer, accountant, banker, real estate agent). It seems they can do no wrong! Highly recommend working with this team.
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October 2018 by PK Hansen
We have worked with LBW and have nothing but good to say about this team. They are willing to take the time to understand your needs and answer any question you may have. They truly care about you and making sure your portfolio is right for your current moment in life. They check in with you and are always willing to go the extra mile. They have an extreme passion for what they do and you know they are being honest and ethical with their practices. We highly recommend their services.
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October 2018 by Adam S
I've worked with LBW, specifically, Dan, for several years now. Most significantly, the team excels in honesty, full-disclosure, and being authentic. They clearly have a passion for full financial advisement.The returns have been solid, steady, and are being obtained at a lower-risk.They go the extra mile, even meeting you at your house, taking the time to talk about issues that are beyond just dollars and cents; like end-of-life-planning or saving for a dependent's college.
