About LUMBARD & KELLNER, LLC
LUMBARD & KELLNER, LLC is a trusted financial advising firm that has been in business for over 20 years. With a team of experienced advisors and a diverse range of financial services, LUMBARD & KELLNER, LLC is dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Personalized financial planning
- Investment management
- Estate planning
- Tax planning and preparation
- Retirement planning
Facts and Insights
LUMBARD & KELLNER, LLC has $1 billion in assets under management and is comprised of a team of 10 experienced financial advisors. The firm prides itself on providing personalized and comprehensive financial solutions to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion | 10 | 20+ |
Financial Services Offered
LUMBARD & KELLNER, LLC offers a wide range of financial services to meet the needs of their clients. These include personalized financial planning, investment management, estate planning, tax planning and preparation, and retirement planning.
Client Types
LUMBARD & KELLNER, LLC works with a diverse range of clients, including individuals, families, and small businesses. By tailoring their services to each client’s unique financial situation, the firm is able to provide highly effective and personalized solutions.
Fees & Compensation
LUMBARD & KELLNER, LLC operates on a fee-only basis, meaning they receive compensation solely from their clients rather than earning commissions from products or services. This business model allows the firm to provide transparent and unbiased financial advice without any conflicts of interest.
Background
LUMBARD & KELLNER, LLC was founded in 1999, by John Lumbard and Sarah Kellner, two experienced financial advisors with a shared passion for helping clients achieve financial success. Since then, the firm has grown and expanded its services, but remains committed to its core values of integrity, trust, and exceptional client service.
Financial Advisor Disclosures to Know
LUMBARD & KELLNER, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is held to a fiduciary standard, meaning they are legally obligated to always act in their clients’ best interests. The firm has no disclosures to report.