I am a forward-thinking, Hunterdon County based financial advisor that provides tailored solutions and attentive service to a select group of individuals, families and businesses both locally and around the country. My mission is to become an essential partner to my clients by helping them define and achieve what is most important financially through a collaborative and educational approach. My commitment to this mission is defined by three core principles.
I employ a personalized approach through collaborative, in-depth conversations and recommendations that simplify complex issues. I use tailored solutions and an established process to help build investment portfolios and manage risk appropriate for each client. I practice attentive service, striving to exceed client responsiveness and accessibility expectations, while maintaining personal relationships based on listening and understanding. Clients feel confident knowing where they're going, comfort having a financial advisor acting in their best interest and assurance collaborating in an environment of trust.
In addition to educating the community on ways to prepare for their financial futures, I'm an advocate for local arts, innovation and leadership. My passion is helping others enjoy our local communities and everything offered. I've served on the executive board of United Way of Hunterdon County, working to ensure every individual has the opportunity to thrive, and have served in several leadership capacities with the Frenchtown Business and Professional Association.
I am your neighborhood financial advisor, who brings a wealth of knowledge with an MBA in finance and over 13 years of experience in the financial services industry. I work with businesses and individuals in an intimate, one-on-one environment with the support of thousands behind the scenes. I have an established process to determine what's important to my clients and partner for the long term to help them reach their financial goals.
- Intergenerational Planning
- Socially Conscious Investing
- Wealth Strategies
- LGBT Finances
- Employee Stock Options
- Retirement Income Strategies
My Personal Interests
- Coaching Sports
- Health & Nutrition
- Social Responsibility
- Spending Time with Family
Phone NumberLacy Phelps at (908) 996-1049
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