Lampe Financial Group LLC

Overview

Lampe Financial Group LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small-business clients, and also provides selection-of-other-advisers services. The firm acts as a capital allocator, blending discretionary portfolio management with project-based or hourly planning engagements and fixed-fee work. Its practice emphasizes pooled public funds—primarily mutual funds—rather than building portfolios from large direct equity sleeves, and the firm identifies itself as an active ESG investor, incorporating environmental, social and governance considerations into manager and fund selection. Service delivery is oriented toward personalized planning and external manager selection rather than high-volume product distribution. The combination of fee approaches (percentage of AUM, hourly and fixed fees) supports both ongoing advisory relationships and discrete planning assignments. The firm’s client base includes individual and family investors as well as some institutional relationships, and it retains the flexibility to use third-party managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices