The Vault

WHO WE ARE

LBG Advisor LLC  for 25 years has been a premiere advisory firm. As an industry leader, we offer you the type of personalized and sophisticated wealth management service previously reserved for the ultra-wealthy. We’re transparent, conflict free, and on your side. In addition to the best technology, you’ll have a team of experienced financial professionals working on your behalf. Let us manage the difficult responsibilities so you can enjoy the benefits and rewards.

Efficient

Our state-of-the-art infrastructure extracts efficiencies out of trading, capturing more profits for you.

Automated

We harvest tax losses, capture profits, and rebalance your portfolio automatically.

Holistic

Sophisticated, high-touch, comprehensive wealth management, and legacy strategies that are sensible.

ABOUT US

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.

HNW Client Seeking Guidance0%
Other Firms HNW Client Long-term Expectations0%
LBG Advisor Achieving Expectations0%

OUR TEAM

J Darren Goodman

Sr Investment Advisor

Drofn Goodman

Administrative Director

Craig D Sweeney

Planning Coordinator

INVESTMENT QUOTES

SERVICES

PORTFOLIO DESIGN

Tailored to your personal core values, goals, needs, time horizon, and risk tolerance.

WEALTH MANAGEMENT

Growing assets efficiently while providing for life's changing needs.

ASSET MODELING

Effect diversity among asset classes. Hedging against risk and balancing reward.

RETIREMENT

Selecting the right type of retirement account. IRA's, 401k, SEP, Roth, DBP's, 403b

INCOME

Effect distribution systems creating income streams for a lifetime.

INCORPORATE

Discover the many benefits of corporate structures. Determine the structure that accommodates your business model.

ESTATE

Analyze your present and future tax liabilities. Create efficient and economical asset transfers.

TRUSTS

Trust instatement provide for special needs, philanthropy, probate avoidance and enhanced asset transfers.

LEGACY

How do you want to be remembered? Endowments and multi-generational systems for wealth distribution.

CLIENTS SAY

FROM OUR BLOG

  • couple-convertible
    Average Retirement Age Leveling

    A report released in March by the Center for Retirement Research at Boston College studied labor force participation rates for men and wome...

  • Grad-Cap
    College Savings in 2015

    529 plans are one of the best ways to accumulate compounded, untaxed returns, but there are some other solid pathways to college savings Pa...

  • stock-broker
    Mutual Funds Great Comeback

    Average returns in the six major fund groups have topped 21% a year since the worst of the financial crisis. Sometimes, it’s worth relivi...

FACTS

68

MUTUAL FUNDS IN 1940

15.2

TRILLIONS IN US FUNDS

81

1915 DOW GREATEST RETURN %

117

LONGEST BULL MARKET IN MONTHS 1990-2000

PROCESS

Our objective is to help you build and maintain a superior, personalized investment portfolio.  We understand your needs and focus on your priorities. We monitor global events taking into account their impact on capital markets and your investment portfolio.

  • IDEA

    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?

  • CONCEPT

    Discover various types of investments and understand suitable characteristics. Know which investments to avoid and understand realistic expectations?

  • DESIGN

    Client-centric investment strategies must be cohesive, sensible, and transparent. A coefficient strategy keeps asset overlapping minimal while balancing risk and reward.

  • DEVELOP

    Holistic approach aligned by your goals and needs. Develop an ensemble of asset classes that are profitable, promising and out pace major indices.

  • TEST

    Back test recommendations for provability, profitability, and the ever changing economic course. Planning ahead of the turns or curves straightens your path.

AFFILIATION

When seasoned financial service executives and Silicon Valley technology get together, transformative things happen. Our management committee is driven by a desire to build a different kind of investment firm. One that puts our clients at the center of everything we do and each financial plan we design.

DASHBOARD

The single most important part of your financial life is knowing what you have and where it is. LBG Advisor LLC offers software to do just that and more.  Stay up-to-date from your office, at home or on the go. Compatible with all smart devices you’ll never be out of touch with your financial strategy and portfolio.

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CONTACT US

8050 N Palm Ave Ste 300 Fresno CA 93711

800-733-8089

866-919-2265

info@lbgadvisor.com

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CONTACT OUR OFFICE

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.

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