​Lamed (Lah-Med) Wealth is a fee-only financial planning practice that will help you clarify your financial goals and develop a manageable plan to achieve them. We operate on the belief that everyone is capable of managing their own finances if equipped with proper information and guidance. Seeking that education alone can be time-consuming and overwhelming. Lamed Wealth is here to provide you with a personalized curation of content, stress free. Lamed in Hebrew means "to learn" or "to teach," and that is what I am here to do.

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In general, the wealth management industry is geared towards those nearing retirement or those who have already amassed some degree of wealth. But what about the college graduates, newlyweds or first-time parents — who is available to advise them at the start (or middle) of their financial journeys?  

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That's where we come in. Wealth compounds: the earlier you set yourself up for success, the better. The rewards — both in terms of finances and peace off mind - will be exponential. 

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So do yourself a favor: start setting yourself up for financial success and independence today. We can guarantee that now is better than later. You can go it alone - we believe in you - or you can let Lamed Wealth be your guide along the way.

 

Your future-self deserves it. 

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Lamed Wealth is a flat fee-only fiduciary. What does that mean?

 

Being a fiduciary means that at Lamed, we will always put your financial best-interests first. We will provide full and fair disclosure of all meaningful facts, including any potential biases on our part, and we will not sell you any products or outside plans. Believe it or not, many financial advisors are not legally required to do what's best for their clients. 

 

The flat fee that you pay will be the only charge you pay. We do not operate on commissions, meaning that no one benefits from our work together other than you. 

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