At Lochinvar, we act as partner to our clients, rather than as advisor. Unlike other financial planners, we take the time to understand your values, your goals, and your dreams. We listen.

We consider every client unique, and will never issue a boilerplate response to your financial planning needs. We do NOT rely on packaged software to create a financial plan, as so many firms do these days. At Lochinvar, we prefer to put the pieces together, taking the time to think about the ramifications of each decision.

When it comes to planning your hopes and dreams, one size does NOT fit all. Whether you seek assistance for estate planning, retirement, funding higher education, small business, or investment management, you can rely on Lochinvar. We'll meet your requirements with integrity, and with a total commitment to your satisfaction.

Once your Life Plan is in place, we offer portfolio construction and investment management services backed by 29 years of investment industry experience.

Lochinvar is a Registered Investment Advisor serving individuals and small businesses. We work strictly on a fee-only basis. We make no commissions on any investments we suggest, and we have absolutely no conflicts of interest.

Contact us for a free initial consultation. We would be honored to be of service.