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 have one goal in mind… To build a better money management experience for families. Our firm utilizes cutting edge technology combined with objective financial advice allowing us to navigate through the maze of financial planning. We believe this is the best way to empower families in managing their money.
With our client-centric business model, LBG Advisor is fundamentally altering the traditional financial services landscape. Our high touch wealth management system and holistic legacy planning strategies, provide the necessary tools to grow your assets. Ask yourself these three simple questions presented on the right. Score yourself 1-100%. Navigating your retirement may allow 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 transparent. A combination of the right tools, investment research and custodian platforms make client objectives more achievable. This personalized approach can simplify the difficulties associated with wealth management, while providing peace of mind your family.
“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.
NO SOLOS - Clients want to work with a team whether it's two or 20 people.
THE LAY Of THE LAND - Ever since the recession, clients want to know that advisers have a definite read on the economy, interest rates and other crucial financial factors.
A HOLISTIC APPROACH - High net worth clients want a wealth manager, not just a money manager, so advisers should be able to offer some help with other planning issues like charitable investment vehicles and college savings.
THE HUMAN TOUCH - Wealthy people want a personal connection with the professionals in their lives, so advisers should make their clients their friends.
TAKE CARE OF THE CIRCLE - Clients want help with the people they love most, which means an adviser should be doing anything that can help the children or parents of their clients.
A LITTLE PASSION PLEASE - Wealthy clients want to know their adviser is passionate about what they do.
ACCESSIBILITY - "Able to be reached or approached." When a client has a need and calls their advisor, is the advisor available?
COMPETENCY - "Having the necessary ability or skills: able to do something well or well enough to meet a standard." Being an advisor requires broad knowledge in many disciplines.
INTEGRITY - "The quality of being honest and fair." The advisor should adhere to a fiduciary standard which places the needs of the client ahead of their own, at all times, and in every decision.
AMIABLE - "Friendly and pleasant." In the medical field, this is referred to as good bedside manner. Clients shouldn't be asked to work with an advisor who does not treat them with respect.
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 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.