Our state-of-the-art infrastructure extracts efficiencies out of trading, capturing more profits for you.
We harvest tax losses, capture profits, and rebalance your portfolio automatically.
Sophisticated, high-touch, comprehensive wealth management, and legacy strategies that are sensible.
Good things happen when technology and financial service veterans come together.
The founders of LBG Advisor LLC have one goal in mind: to build a better money management experience for families like yours. That’s why we’re blending cutting edge technology with objective financial advice. We believe this is the best way to empower individuals and their money.
With our client-centric business model, LBG Advisor LLC is fundamentally altering the traditional financial services landscape. Our high touch wealth management system and holistic legacy planning strategies help you grow your assets. Enabling you to enjoy more today and leave more for your loved ones tomorrow.
We believe in the power of technology to change the financial industry, making it more accessible, affordable, and honest. And we believe in the power of people to change the nature of investment advice, making it more transparent, objective, and personal.
“Someone is sitting in the shade today because someone planted a tree a long time ago.”
“Wide diversification is only required when investors do not understand what they are doing."
“Diversification may preserve wealth, but concentration builds wealth.”
“The Stock Market is designed to transfer money from the Active to the Patient.”
“Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it.”
Tailored to your personal core values, goals, needs, time horizon, and risk tolerance.
Growing assets efficiently while providing for life's changing needs.
Effect diversity among asset classes. Hedging against risk and balancing reward.
Selecting the right type of retirement account. IRA's, 401k, SEP, Roth, DBP's, 403b
Effect distribution systems creating income streams for a lifetime.
Discover the many benefits of corporate structures. Determine the structure that accommodates your business model.
Analyze your present and future tax liabilities. Create efficient and economical asset transfers.
Trust instatement provide for special needs, philanthropy, probate avoidance and enhanced asset transfers.
How do you want to be remembered? Endowments and multi-generational systems for wealth distribution.
"Our portfolio review was insightful. LBG Advisor pointed out problems caused by our present broker and high commissions we were being charged. LBG Advisor helped us adjust our holdings and now we have professional management watching our retirement."
"LBG Advisor helped put together a portfolio that made us feel comfortable. I worked many years building my retirement. They understood our income needs and goals for our family."
"After our parents died, we did not know what to do. We were so thankful that LBG Advisor help our parents with a Living Trust. Our inheritance transferred without the courts or probate."
"After a portfolio review, LBG Advisor help us see areas of potential risk. We liked their recommendations and how they helped us understand the changing economy. We know their advice saved our retirement."
"We have a very active lifestyle. We demand a lot from our investment advisor. LBG Advisor made this easier with their technology and management style. Highly recommend this firm."
"The recommended adjusting our portfolio to hedge risk. Now we see the benefits of LBG Advisor's advice. Their professional management allows us to do what we enjoy."
"We have worked with other financial firms. It seemed we were just a number and no one was listening to our concerns. We were referred to LBG Advisor by a trusted friend. Finally, we found a caring advisor that listened to our needs and makes sense."
"We have many properties and an involved stock portfolio. LBG Advisor put together a comprehensive trust strategy and are helping us manage our assets. Now we are certain that our estate will transfer efficiently to our children and grandchildren".
"LBG Advisor designed a portfolio that met my risk levels and income needs. They manage the my holdings so I can enjoy retirement. Best decision we've made."
"Advise that made sense. LBG Advisor helped us to understand our portfolio. This gave my wife and I peace of mind."
MUTUAL FUNDS IN 1940
TRILLIONS IN US FUNDS
1915 DOW GREATEST RETURN %
LONGEST BULL MARKET IN MONTHS 1990-2000
Success starts with an idea. What does retirement look like to you? How much money will you need? How long will your portfolio have to last? Will you have enough income to realize your retirement dreams?
Discover various types of investments and understand suitable characteristics. Know which investments to avoid and understand realistic expectations?
Client-centric investment strategies must be cohesive, sensible, and transparent. A coefficient strategy keeps asset overlapping minimal while balancing risk and reward.
Holistic approach aligned by your goals and needs. Develop an ensemble of asset classes that are profitable, promising and out pace major indices.
Back test recommendations for provability, profitability, and the ever changing economic course. Planning ahead of the turns or curves straightens your path.
8050 N Palm Ave Ste 300 Fresno CA 93711
LBG Advisor LLC values your input and comments. If you would like more information on how to become a client or you have questions related to our investment advice, please fill out or contact form. Please note that all required fields must be filled in before submitting form.
If your request is regarding our staff or advisors one of our administrators will contact you within 24 hours of receiving your submitted contact.
Attention NO TRADES or TRADE information will be received through our contact form or voice mail. You are REQUIRED to contact our offices during normal business hours to place all trades with your investment advisor or wealth manager.
Our office hours:
Monday – Friday 8:00am -4:30pm (Pacific Std Time)
Please note our offices are closed on holidays.