Fiduciary Wealth Management Bethesda MD for Peace of Mind
Independent | Fiduciary
Wealth Management
LLG Financial is a Private Family Wealth Office Centered on You. We provide independent, unbiased advice tailored to your unique financial journey. As fiduciaries, we serve your best interest—always. Our close-knit, experienced team takes a personal approach to wealth management, retirement planning, and estate strategies.
Save. Strive. Thrive.
Wealth Management & Financial Planning
Our process is centered around understanding your whole life—your dreams, your challenges, your values. We educate you throughout, so you feel confident in every decision. Your portfolio is built and adjusted to fit your needs, goals, and risk comfort. We monitor, tweak, and rebalance with care.
Retirement
Unlock your retirement potential with a personalized plan. We’ll help you build wealth, stay on track, and feel confident about reaching your long-term financial goals.
Investment
Navigate the complexities of business growth with our Strategy & Planning services. We partner with you to develop actionable plans that align with your long-term goals.
Estate
We weave expert estate consulting directly into your unique plan.
Independence, Integrity, and Deep Relationships
How is LGG Financial Right for Me?
We don’t answer to a brokerage. We work only for you. As a Registered Investment Advisory firm, we are legally and ethically committed to acting in your absolute best interest. Unlike many advisors, we don’t sell products or earn commissions—we provide advice, pure and simple.
Personalized Planning That Revolves Around You.
Experience: It’s all about our clients!
LGG Financial strives to provide clients not only with the best advice but with the best experience. We will travel to you, meet halfway, or, you can come to our office. We are able to provide personalized service for all of our clients and accommodate most of our client’s requests. We take time to get to know you. By getting to know our clients, we are able to provide advice that will accommodate their lifestyle and make their plan personalized and easy to follow.
Fiduciary vs. Suitability
As fiduciaries, we must act in your best interest—unlike brokers, who follow a lower “suitability” standard. We work only for you, not a broker-dealer. Your goals always come first.
Advice vs. Transactions
Brokers earn commissions by selling products. We don’t. LGG Financial offers fee-based advice—not sales—so our focus stays on growing your wealth, not pushing transactions.
Transparency vs. Disclosure
Brokers disclose fees in complex documents. We keep it simple. LGG Financial offers clear, upfront transparency and detailed reports—so you know exactly where your money goes.
Keeping it small
We keep our firm small by choice. No cold calls—just real relationships, personal attention, and direct access to Brian, Nancy, and David. You’re never just a number.
Our Team
David Greenleigh
Founding Partner
Brian Luts
Founding Partner
Nancy Scallion Johnson
Operations Manager
At the heart of LGG Financial is a small, experienced team dedicated to building real relationships—not just portfolios. With decades of expertise and a commitment to personalized service, we take the time to understand your goals, guide you through every step, and deliver advice that fits your life. From strategy to service, you’ll always know who you’re working with—and that we’re working for you.
Our Strategy for Success
01
Holistic Planning
Understanding your goals is the first step to success. Our team conducts thorough analysis and research to identify your unique challenges and opportunities.
02
Education
With a solid foundation of research, we craft a bespoke strategy tailored to your goals. Our approach focuses on aligning your vision with actionable plans that drive results.
03
Portfolio Construction
Our execution phase involves meticulous planning and seamless implementation of the devised strategies. We work closely with your team to ensure every initiative is carried out effectively
04
Disciplined Investing
Success is a journey, not a destination. Our commitment to your plan doesn't end with execution. We provide ongoing support to monitor progress, make necessary adjustments, and address emerging challenges.
Tactically Allocating, Monitoring and Rebalancing
Markets often send mixed signals, and it’s our job to interpret them. At LGG Financial, we may occasionally make slight adjustments—what we call “tactical allocation”—to seize opportunities or reduce risk. We continuously monitor your investments to ensure each one performs as intended, selecting options with strong performance and appropriate risk levels. Rebalancing is a key part of this process, helping optimize performance and maintain your desired risk profile by systematically adjusting over- or underperforming assets.
We have been with The Luts & Greenleigh Group since I retired in 2015
And have been extremely pleased with their services. They came highly recommended by other ExxonMobil clients who are still with them today. Over the years, besides providing excellent financial services and advice (ie figuring out the best way to get out of the company’s thrift plan, etc), they also have helped us figure out the best financial options for overlapping real estate transactions. Highly recommend you talk/interview David and Brian to see if they meet your needs and if they do then talk to their client references
-Susan
★★★★★
Google Review
Our Partners
