The human side of wealth management.

You know where you want to go.
We can help you find your way.

It’s not just about money. It’s how you live. What brings you joy. The lives you touch. Your dreams, your choices, your vision of what you want your future to be. And how the right path can take you there.

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Approach

Our people and process have guided clients across generations.

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Services

Our broad expertise assists you, your family and your business.

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About

Our perspective fosters wise choices and disciplined investing.

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Better Outcomes Begin Here.
We offer personalized plans and customized advice to give you financial peace of mind.

Catherine Lutey, Ops Analyst

Catherine Lutey left her post with FedEx behind to return to Kelman-Lazarov where she started as an intern from 2016-2018. “As someone recently out of school, it is great to be able to share what I know while building my skill set,” Catherine said. “I’m thrilled to be in an environment where I can have an impact.” The company’s client-first philosophy guides all decisions, she said, as the firm pushes to improve systems that add value to the client experience.
Meet The Team