Lisa LaMarche

CFP®, CPA
Personal Finance, Retirement, Investing
91%
Helpful
0
Answers
15
Articles
19
Followers
“Lisa LaMarche is dedicated to helping busy professionals and retirees gain clarity and confidence in their financial future.”
Firm:

Milestone Wealth Advisors, Inc.

Job Title:

Partner

Biography:

Lisa LaMarche is co-founder of Milestone Wealth Advisors, a trusted financial consulting firm. She provides financial planning and investment services to busy corporate professionals, entrepreneurs and those who have retired from their busy professional careers. She offers independent advice with the fiduciary standard of care that every client deserves.

For the last 18 years in private practice, I've helped people develop a game plan for their financial future. This include retirement planning, investment analysis and management, risk management, and estate planning among a number of other financial planning services. Lisa's clients are people who value having an advisor that they can trust and depend on. She strives to be a personal “CFO”, their “go to” person to make sure all of their financial planning is in place, implemented and monitored and helps them organize that part of their life by listening closely and taking the time to understand their unique situation. This ultimately gives clients the peace of mind and confidence that there isn’t anything slipping through the cracks, allowing them to focus on the parts of their lives that they enjoy most.

During her career as a Certified Financial Planner™ and CPA, Lisa has helped many high level executives with their 401k’s, pension plans, complicated deferred compensation plans, stock options and other company plans. Our financial planning and wealth management platform integrates a client’s current financial situation/goals with their investment portfolio. This allows us to analytically and visually evaluate and implement strategies that will work for them. The goal of many of her clients is to retire with a similar lifestyle as they currently live. Through our planning process, Lisa helps them accomplish this goal with as little uncertainty as possible.

Education:

BS, Accounting, University of Delaware

CRD Number:

3185117

Disclaimer:

©2016 Milestone Wealth Advisors, Inc. - All Rights Reserved Milestone Wealth Advisors, Inc. is a Registered Investment Advisor.

All Articles
Sort By:
Most Helpful
September 2016
    Personal Finance, Starting Out
September 2016
    Financial Planning, Personal Finance
July 2017
    IRAs, Retirement Plans, Retirement Savings, Taxes
December 2016
    Peri-Retirement, Retirement Savings
April 2017
    Retirement Living, Retirement

No Answers Posted