LBA isan independent, employee-owned investment advisory firm based in Boston. Our core mission is to deliver the highest quality advisory services for our clients, in an honest and ethical manner. What sets LBA apart?
At LBA, we believe that our clients deserve sound financial advice driven by independent analysis, deep market and industry knowledge, and a focus on long-term value. We also believe they should get this service at a cost that makes sense. That’s why we offer a fixed fee with no hidden charges and no subtle (or not so subtle) incentives to hold or move assets.
We keep your values and your individual needs in mind.
We offer personalized recommendations designed to help clients meet their financial and life goals. Whether you want a plan for general long-term growth or a strategy to meet specific aims such as college or retirement planning, LBA’s team is there for you.
We believe in long-term investing, which means understanding the social, demographic, and economic shifts that affect markets. Our insight into emerging and ongoing market trends, our analysis of how these trends will play out in key industries, and our in-depth company research are all part of our process for identifying promising investments.
We offer a unique blend of experience and integrity.
The LBA team offers a wealth of experience, coupled with a true desire to provide the best possible service for our clients. Our knowledge of individual securities is matched by our desire to reflect clients’ goals and values in recommending investments.
We treat our clients as individuals, not numbers.
Call us at 617-422-0064 to learn more about how the LBA approach can help you meet your financial and life goals. You can also email to reach one of our advisors or use the contact form below.