Founded in 2003, LM Advisors, LLC is an employee-owned, independent investment advisory firm based in Cleveland, Ohio. The firm operates as a fiduciary, offering customized investment management, financial planning, and wealth management services. Their clientele primarily consists of high-net-worth individuals, families, foundations, and endowments. LM Advisors emphasizes a disciplined investment philosophy and personalized service to help clients achieve their long-term financial goals.

Founded in

United States