facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Values

People Are Our PassionPeople Are Our Passion State College, PA LFM Wealth Management

When it comes to our clients, we look forward to building genuine, long-lasting relationships. By connecting with you to understand your concerns, hopes and forward-thinking goals, we can develop a plan to help you pursue success. We ask that you come to us with loyalty and honesty in mind, because that is what we provide in turn.

We Pride Ourselves on Our Ability to:

Treat Our Clients With Integrity

You won’t find us sugar-coating anything, ever. Our goal is to help you succeed and in order to do this, we ask that you be transparent with us as we plan to be with you. The services we provide are designed to put your needs first and ultimately build a confident relationship.

Offering Advice

Our founder Tracey, when working with Advisory Accounts, acts as a fiduciary for her clients. She offers solutions and strategies meant to act in your best interest. Additionally, Tracey values honesty throughout her interactions and works with an objective and judgment-free mentality with every client.

Provide Compassion

We believe in addressing your concerns in an empathetic and understanding way. We know you may be experiencing difficulties in life and we want to help you find the light at the end of the tunnel. By working together through hard work and discipline, we can guide you on a path to financial independence and confidence.

Do We Sound Like a Good Fit?