Founded in 1999, Lepine Financial Advisors, Inc. is an independent Registered Investment Advisor (RIA) based in Maryland. The firm operates on a fee-only basis, meaning its compensation comes directly from clients, not from commissions on financial products, which is intended to align its interests with those of its clients. Its mission is to provide objective, comprehensive financial guidance, offering a range of services including financial planning, retirement planning, investment management, insurance planning, and estate planning to help individuals and families achieve their long-term financial goals.

Founded in

United States