LPM Advisory Group Team Profile | Ameriprise Financial

At LPM Advisory Group, we unite the expertise of our Private Wealth and Financial Advisors with the dedication of our support team to create meaningful impact for our clients. We strive to build relationships founded on loyalty and trusted collaboration, guided by the commitment to premium service, and delivered through a modern, forward-thinking approach. Our mission is simple: to empower both clients and team members with the confidence to grow personally, professionally, and financially.

Investment Management
Retirement Planning Strategies
Wealth Preservation Strategies
Tax Planning Strategies
Estate Planning Strategies
Retirement Plan Distribution
Intergenerational Planning
Sustainable and Responsible Investing

LPM Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023-2026
LPM Advisory Group, Ameriprise Client Experience Award, 2021-2025
James E Lamb, Forbes Best-in-State Wealth Advisors, 2025-2026

NH Food Bank Day of Service, 2024

LPM Advisory Group is proud to sponsor the following annually:

Beaver Brook Association Fall Festival, Amherst NH

New Hampshire Food Bank

Franklin VNA & Hospice

Oyster River Boys Hockey Booster Club

Meredith Lions Club Rubber Duckie Race

Hopkinton Rotary Club Scholarship Golf Tournament

The Patrice Marie Haggerty Memorial Golf Tournament

Haven, Portsmouth NH

Woodfords Family Services Annual Auction

Ronald McDonald House, Portland ME

These are events we feel a connection to due to shared history or interests with our clients. We believe in working and giving in our communities alongside our clients to make a difference in New England.

All of us at LPM Advisory Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire LPM Advisory Group team and the great experience we work so hard to provide for our clients every day!

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