Broker Check

Welcome to Lamon & Stern, Inc.

Our specialty is to help clients individually understand their investment needs and objectives.  We help you chart your financial course individually and we are able to respond to all your questions and needs.  Entering the uncharted financial world of the 21st century will be an exciting and a difficult challenge.  We are prepared for the challenge of the 21st century and to help guide you through it.

Lamon and Stern was founded as a financial services firm offering professional asset management to midsize investors, primarily in the Southeast. Over the ensuing years, our highly disciplined approach to equity investingmarket evaluation and risk management has attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumulate wealth and manage risk.

Lamon and Stern is a full service broker/dealer firm based in Atlanta, Georgia.  We assist clients throughout the U.S. who want objectivity without any product or sales influence. 

Today our staff of skilled financial professionals still utilize our original concept to manage the assets entrusted to us by individuals and corporations.  Through our correspondent trading relationships, Lamon and Stern has registered representatives nationwide that utilize our services and back office to institutional as well as individual clients.  Lamon and Stern is currently registered in twenty two states.We are proud that we can measure our success in terms of our clients satisfaction.  Our approach has resulted in constant expansion and validates that our clients have achieved their objectives with rewarding consistency.

Our highest priority is to create value and peace of mind for our clients by offering the following comprehensive services:

  1. Retirement Portfolio analysis
  2. Investment Portfolio analysis
  3. Asset Allocation design
  4. Investment management
  5. Estate planning
  6. Retirement planning
  7. Tax planning
  8. College funding strategies
  9. Educational seminars

 

We recognize that our clients lead active and complex lives.  They understand that managing their investmentsis more complicated and time consuming than ever before.  They acknowledge that working with specialized investment professionals provides them with a level of confidence and security. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make better informed decisions.

For more information on our firm, we invite you to explore our website or call us or to email us.  We look forward to discussing your personal needs and how we might provide investment advisory services and financial planning to you.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Fiduciary responsibilities explained by Lamon & Stern.

Growing Your Retirement Income BLOG

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