Founded in 2008 by Mark Lamia, Lamia Financial Group, Inc. is a U.S. Securities and Exchange Commission (SEC) Registered Investment Adviser based in Beverly Hills, California. The firm operates as a fiduciary, offering personalized and objective financial advice tailored to affluent clients. Their core services encompass wealth management, comprehensive financial planning, investment management, and family office services, focusing on long-term financial security and legacy planning for their clients.

Founded in

United States