ABOUT
LSG Investment Group is an independently-owned, fee-based advisory firm serving individuals and businesses across New England and across the country. In tandem with our partners at Guardian Wealth Advisors, we’re committed to the Registered Investment Advisor (RIA) model and its fiduciary obligation to act in the best interest of our clients. Together our teams bring decades of experience to the planning and investment process, with the diversity of our backgrounds providing valuable perspective into each relationship.
Financial markets are filled with narratives and emotions; we believe a team approach helps cut to the facts in building the most appropriate solution for each client. In our experience, the most successful client outcomes start with plans that are highly personalized, thoroughly researched, and confidently implemented.
SERVICES
Wealth Management
Integrated approach to the design and coordination of personalized financial plans, investments, and tax & estate needs.
Retirement Plans
Comprehensive design, implementation, and fiduciary support for plan sponsors and high touch service for the benefit of plan participants and their beneficiaries.
Our Team
You’ll have a relationship with a primary advisor, but every team member is committed to our mutual success.
Jon Pratt
CLF
Christian Keedy
CFP®
Nathan Budrow
CFA®
Mike Hensley
CFP®, AIFA®, CRPS®
Marissa Pratt
Patrick Clark
CFP®, CEPA
Greg Rhinehardt
AIF®, CRPS®, CkP®, CPFA
