LFA Private Wealth Management

LFA Private Wealth Management is a Financial Planner in Novato, CA. The firm assists high net worth and affluent individuals, families, and businesses with comprehensive financial planning needs. Their services span investment management, tax efficient asset management, life insurance planning, 401(k) company sponsored retirement planning, Regulation D investments, annuities, alternative investments, access to credit, and real-estate, energy and conservation easements. The firm holds a 5.00 rating based on customer reviews.

LFA Private Wealth Management was officially formed in 2003 by a team of advisors with nearly 50 years of industry experience. Since its inception, the firm has evolved from life insurance and defined benefit and defined contribution plans into a private wealth management and goals-based financial planning firm. They approach financial planning from a wide angle lens, seeking to simplify complex financial terms and investment options while offering honest advice. The team works to build long-term, trusted relationships, emphasizing five unwavering principles: trust, client focus, respect for the individual, teamwork, responsible citizenship, and integrity.

The management team includes Kevin Bartel, MBA, President and CEO, who fosters client relationships through a holistic wealth management approach. Sue Bartel serves as Business Manager, ensuring smooth and successful firm operations. Ronald W. Murphy, CLU®, ChFC®, is the Founder and Financial Advisor Emeritus, bringing wealth of knowledge and experience. Michael Allen serves as Client Service Specialist, providing efficient and meticulous service. The firm creates custom asset allocation models reflective of client goals and risk tolerance, managing portfolios with precision in a cost and tax efficient manner. They utilize an integrated suite of wealth management services beginning with the client’s needs, dreams, and goals.

LFA Private Wealth Management is known for its positive rating from the customers who have reviewed it. The firm is built towards helping clients succeed, ensuring that what matters most to the client matters most to the firm. Their integrated suite of wealth management services begins with the client’s needs, dreams, and goals. The firm partners with a team of fiduciaries committed to putting client needs first.

LFA Private Wealth Management brings a holistic, client-focused approach to financial planning in Novato, CA, helping affluent individuals and families navigate their financial futures with trusted, long-term guidance.

Located on Ignacio Blvd in Novato, CA, the business sits about 0.3 miles from Redwood Highway and near Loma Verde Elementary School.

BizScoreAI awarded the firm a Performance score of 85 out of 100, which measures website loading speed to keep visitors engaged and aid search engine ranking. The firm received a Discoverability score of 75 out of 100.