Lakeland Wealth Management Services LLC is a financial advisory firm that operates on a fee-only basis, positioning itself as a fiduciary for its clients. This means the firm is legally obligated to act in its clients' best interests. Its core mission is to serve as a trusted advisor by providing comprehensive financial planning and investment management services. The firm focuses on building long-term client relationships to help individuals and families achieve their financial goals through services like retirement planning, investment management, and estate planning.

Founded in

United States