Who We Are

How do you make life-changing decisions?

Finding a financial advisor is a deeply personal experience that is totally dependent on the relationship between the client and the professional. It takes a deep understanding of financial planning, wealth strategies, estate and gift planning, and other financial solutions to gain and earn a client’s loyalty.

Trusted, results-oriented financial planning services.  That’s LGT Financial Advisors LLC.*

LGT Financial Advisors offers personalized service for every aspect of your financial needs. Our relationships are based on a true partnership, with customized plans created for individual and business needs. Through an in-depth consultation, we analyze your situation to create a personalized investment strategy. Most of all, we help you completely understand all possible options.

What sets us apart is our affiliation with the experience and knowledge of Lane Gorman Trubitt, PLLC, a highly respected accounting and advisory firm with a reputation for excellence. Along with LGT Retirement Plan Solutions and LGT Insurance Services, Inc., our companies offer a complete range of business, accounting, financial services for individuals and businesses.


  • Wealth Strategies
  • Financial Planning
  • Investment Management
  • Asset Preservation Strategies
  • Business Consulting
  • Business Succession Planning
  • Buy/Sell Strategies
  • Employee Benefit Plan Implementation
  • Estate and Gift Planning
  • Insurance Strategies
  • Retirement Planning Services

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