Inside LBA Wealth Management

Our Team | Code of Ethics | Fiduciary Role | Wealth Management Process

In 1999, LBA Certified Public Accountants (known then as LaFaye, Brock & Associates), began LBA Financial Planning Partners (FPP) as a way to help their clients focus on their financial goals and plans. FPP created comprehensive financial plans for clients but did not provide specific investment recommendations or management.  In 2008, LBA Wealth Management, LLC was created by incorporating FPP with experienced investment managers and financial planners, bringing investment strategy and portfolio management abilities.

The team members at LBA Wealth Management began their respective careers in different corners of the financial services profession – investments, insurance, retirement plans, and accounting – and now combine those experiences to create a well-balanced team of trusted advisers.