Simplified Investing. Extraordinary Service.

Since 1972

A tradition of quality advice and exceptional service

Founded in 1972 by Russ Lipsitz, L&M is a more than 60-person-strong, financial advisory firm serving thousands of clients across the country.

When he assumed the role of CEO, Russ’s son Gregg Lipsitz remained faithful to his father’s commitment to the people we serve and established a lofty and enduring goal: to become the only financial advisor our clients ever need by delivering the highest quality advice and service.

Today, Gregg’s vision continues to guide everything we do. We remain committed to always acting in your best interest and to making sure your financial plan and portfolio are designed to help you achieve your unique goals.

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Our Services

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Private Wealth Management

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Financial Planning

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Generational Wealth Planning

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Retirement Accumulation and Distribution Planning

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Education Investment Strategies

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Insurance Services

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ESG – Environmental, Social & Governance Investing

Contact Us

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