Comprehensive financial planning delivered by an experienced team
Our team of three has more than 50 years of combined experience in the financial services industry, so we’re no strangers to helping people who seek – and value – a comprehensive financial plan that addresses every aspect of their lives. Lott & Partners is well-suited to those seeking tailored, responsive financial planning and wealth management.
Achieving your goals is one of life’s greatest pleasures. Helping you pursue those goals is ours. When you entrust your financial affairs to us, our collaborative team puts your needs first.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.