Press Release: Lauterbach Financial Advisors Ranks Nationally Among Top Wealth Management Firms
Written by Miguel Gomez
El Paso, Texas, July 14, 2010 – Local financial planning firm Lauterbach Financial Advisors was ranked 16 in Texas and among the top 250 wealth management firms in the nation by the 10th annual Top Wealth Managers survey published by Wealth Manager Magazine, a national trade publication. The survey is open to independent wealth management firms and ranks those that participate and meet the eligibility criteria based on total assets under management as of December 31 2009.
“We are very proud to be the only firm in El Paso that was included in the rankings; this only motivates us to keep focused in serving our clients as we have for the last ten years,” said David Lindau, CFP® professional and President of Lauterbach Financial Advisors.
To be eligible to participate in the survey, a firm must be an SEC registered investment advisor; have minimum assets under advisement of $50 million; have individuals or high-net-worth individuals (as defined by the SEC) as more than half of its client base; and offer financial planning services.
Lauterbach Financial Advisors is a fee-only financial planning firm that serves individuals, corporations, non-profit organizations and retirement plans. Through its Wise Investing Program, the firm provides an evidence-based investment philosophy that contrasts with traditional Wall Street methodologies.
If you’d like more information about the Top Wealth Manager survey, or to schedule an interview with David Lindau please call Miguel Gomez at (915) 544-6950 or e-mail Miguel at mgomez@lfa-ia.com.
