About LFM Wealth Management
LFM Wealth Management is a company based in Lenexa (United States) founded in 1996 was acquired by Modern Wealth Management in December 2024. LFM Wealth Management offers products and services including Retirement Planning, Investments, Taxes, Estate Planning, and Insurance. LFM Wealth Management operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
- Headquarter Lenexa, United States
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Modern Wealth Management, Llc
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Annual Revenue
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Latest Funding Round
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Acquired by
Modern Wealth Management
(Dec 10, 2024)
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Products & Services of LFM Wealth Management
LFM Wealth Management offers a comprehensive portfolio of products and services, including Retirement Planning, Investments, Taxes, Estate Planning, and Insurance.
Services for managing retirement investments and goals.
Advisory on portfolio management and financial growth strategies.
Assistance with tax planning and optimization for clients.
Guidance on estate management and legacy planning needs.
Advice on insurance options for financial protection.
Funding Insights of LFM Wealth Management
Investors in LFM Wealth Management
LFM Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Modern Wealth Management.
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Wealth management services are provided to clients by the firm.
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Investments & Acquisitions by LFM Wealth Management
Financial Statements - LFM Wealth Management
Lfm Wealth Management Comparisons
Competitors of LFM Wealth Management
LFM Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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Personal finance management and investment advise
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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Financial planning and advisory platform
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Latest news on Lfm Wealth Management
Frequently Asked Questions about LFM Wealth Management
LFM Wealth Management was founded in 1996.
LFM Wealth Management is headquartered in Lenexa, United States. It is registered at Lenexa, Kansas, United States.
LFM Wealth Management was founded in 1996 and operates from Lenexa, United States, within the financial services sector. A variety of advisory services is delivered, encompassing retirement planning, investment strategies, tax optimization, estate management, insurance evaluation, and additional related areas. Operations focus on personalized financial guidance for individuals and entities across the region.
LFM Wealth Management's top competitors include The Tifin Group, Ascensus and Farther.
LFM Wealth Management offers Retirement Planning, Investments, Taxes, Estate Planning, and Insurance.
LFM Wealth Management has 1 investor. Key investors include Modern Wealth Management.