Company
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.
Meet the People Behind LGG
Experience, Integrity, and Heart
David Greenleigh and Brian Luts co-founded LGG Financial with a shared vision for a more personal kind of wealth management. With over 20 years of experience each, they bring seasoned insight and deep care to every client relationship. Together with Nancy Scallion Johnson, our Operations Manager, they form a close-knit, high-trust team committed to helping you live well and leave a legacy.
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 Process
The Process Revolves Around You!
Holistic Planning
We look to encompass every aspect of our client’s life while helping formulate a financial plan. We do not provide a fragment of objectives and goals; we provide clients with a holistic view.
Education
What good is a financial plan when you cannot comprehend every aspect? We pride ourselves in educating our clients throughout the financial planning process. Understanding investments, social security, taxes and estate strategies is extremely important. We promote empowering our clients through education. It is this education which allows our clients to make financial decisions with confidence.
Portfolio Construction
Each client is unique and requires a unique portfolio. Whether we utilize individual stocks, ETFs, mutual funds and/or individual bonds, each client’s portfolio is constructed to satisfy the client’s specific risk tolerance, cash flow needs and tax situation.
Disciplined Investing
We focus on ‘Disciplined Investing in an Undisciplined World’ to keep of our clients on track of their plans. Today’s world can be a chaotic place where it is easy to act on impulses. We attempt to keep clients from making undisciplined choices.
Tactically Allocating, Monitoring and Rebalancing
Markets tend to send constantly mixed signals. It is our job to try and decipher these signals. From time to time, slight deviations may be taken from the client’s prescribed allocation in order to take advantage of opportunities, or limit risk. We refer to this tweaking method as “tactical allocation”.
What has worked in the past may not always work in the present or future. LGG Financial constantly monitors each client’s investments. It is vital that each investment option performs as intended. With countless investment options to choose from, we find it important to utilize investments with the best performance and risk options.
We believe rebalancing a client’s portfolio is a crucial step in optimizing performance and staying within the client’s intended risk parameters. Rebalancing is a systematic process which forces us to reduce exposure to investments which have outperformed, and therefore, reinvest the proceeds in investments which have underperformed (due to market conditions). Additionally, the rebalancing process prevents each client’s portfolio from taking on either too much or not enough risk.
Our Distinctive Services
Built Around Your Life, Not a Template
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.
Our Partners
