Founded in 1999, Lillis, McKibben, Bongiovanni & Co. is an independent Registered Investment Advisor (RIA) firm committed to providing personalized wealth management services. The firm operates under a fiduciary standard, prioritizing the best interests of its clients, which include high-net-worth individuals, families, trusts, and institutions. Their core services encompass customized financial planning, tailored investment management, and holistic wealth management strategies designed to help clients achieve their long-term financial goals.

Founded in

United States