Our team works with a small client base of families in order to concentrate on our clients and deepen and lengthen individual relationships. The foundation of how we build your specific financial plan is by investing alongside you and investing in the same things we recommend to clients.

This alignment of interest is what we call A Family First Investment Philosophy. We believe an integral driver for long-term success is identifying an advisory team that closely aligns their success with that of their clients.

We in The Lipe Group feel strongly about this and strive for success along with our clients.

• Fee-based advisory business
  • No commissions
• Open architecture investment solutions
  • No financial incentive to make one recommendation over another
• The majority of our family's own portfolio assets are invested in the same investments we recommend to clients.
  • If it's the right choice for our family, it's the right choice for our clients.

Client Satisfaction: Seeking stable and consistent returns has resulted in a stable client base. More than half of our clients have been with us for 25 years or longer.