Get personalized advice based on your needs.

We start with your goal—the reason you’re investing. Then, we make various recommendations: risk level, amount to invest, and type of account.

This type of personalized strategy is called “goal-based investing,” and research shows it has the potential to improve outcomes by encouraging optimal behavior and more precise wealth management.

WE'RE HERE FOR THE MOMENTS YOU HOPE FOR—AND FOR THE ONES YOU MIGHT NOT EXPECT.

If you're planning for retirement...

We’ll advise you on how much to save, what types of accounts to invest in, and an optimal risk level based on when you want to retire.

If you're planning to buy a home...

We’ll create a slightly more conservative portfolio, given that this is a short- to medium-term goal.

If you have a baby...

We’re here to help you invest for your child’s future.

If you switch jobs...

We’re here to help you make decisions on 401(k)s and IRAs to help you make the most of your money.

If you receive an inheritance...

Our experts can advise on how to invest it.

If the market goes down...

We’re prepared, because our advice model factors in market downturns. We’ve also put guardrails in place to help prevent you from making decisions in the heat of the moment.

If you're not sure what to save for...

We have a goal for that. Often you don’t have a specific reason to save but still want to grow your wealth over time. Allowing for flexibility, we’ll provide allocation guidance according to the number of years you want to stay invested.

The Financial consultants at Hale Lamb & Associates are also registered representatives with and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Hale Lamb & Associates, a registered investment advisor. Financial Advocates INvestment Management, Hale Lamb & Associates, and LPL Financial are sperate entities.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA