Lombardi and Associates

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Lombardi and Associates
Team photo for Lombardi and Associates

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Advisors

Advisor photo for Joseph P Lombardi

Joseph P Lombardi

MBA, CFP®, ChFC®, CRPC, APMA®

Private Wealth Advisor

President of Lombardi and Associates
Visit Joseph P Lombardi's website
Advisor photo for Michael Batas

Michael Batas

CRPC, APMA®

Financial Advisor

Visit Michael Batas's website
Advisor photo for John Goodnough

John Goodnough

CRPC

Financial Advisor

Visit John Goodnough's website
Advisor photo for Nicholas Lombardi

Nicholas Lombardi

APMA®

Financial Advisor

Visit Nicholas Lombardi's website


Team

Ali Parker

Ali Parker

Client Service Specialist

Ellen Pocost

Ellen Pocost

Marketing Manager