Lara, Shull & May – to A Balanced Approach to Wealth Management
Solid Foundation
Lara, Shull & May, LTD was founded in 1981 to serve high net worth clients including top executives, professional athletes, coaches and a wide variety of our nation’s elite. In 2008, Focus Financial Partners, an elite forum of wealth management companies, recognized the firm’s impressive history of sustained, profitable growth and extended an invitation for partnership.
Comprehensive Planning
By joining Focus Financial Partners and reforming as Lara, Shull and May, LLC, (LSM) the firm gained and continues to benefit exponentially from the collective expertise of some of the most talented wealth managers practicing today. While LSM continues to be managed independently, each partner benefits from synergistic alliances and ensured continuity through its affiliation with Focus.
Exceptional Service
With offices in Falls Church, Virginia and Frisco, Colorado, LSM combines the best of both worlds – the competence and sophistication of a large, metropolitan enterprise and the personal care and discretion of a small, private office. Our advisors take great pride in building close working relationships with each client, providing comprehensive services anchored in the personal aspirations of each individual.
Unbiased Advice
LSM implements the highest level of fiduciary management, consistently exceeding generally accepted industry standards. Our proprietary Lifetime Success Solution® incorporates a unique process of evaluating your future aspirations and current life situation to construct a well-defined strategy for managing, growing, preserving and distributing your wealth.
As an independent financial advisory firm, we are not confined to specific product offerings. Once the appropriate strategy is determined, we are able to explore a variety of options available in the marketplace and carefully select those best suited to our clients’ individual needs.
At LSM our mission is simple: Provide comprehensive planning, exceptional service and unbiased advice so our clients can focus their time and energy on the things they value most. That’s why when you engage Lara, Shull & May, you can feel confident that our only interest is looking after yours.