wealth management
planning for retirement
estate planning
customized financial plans
investment analysis
saving for college
personalized financial websites
insurance planning
business retirement plans
OUR MISSION
Welcome to Lamont Financial Group. What we provide extends far beyond investment advice. As an independent firm, we have the flexibility to design solutions differently, and we take pride in offering a truly comprehensive approach to wealth management—one that addresses every major component of an individual’s financial life.
We deliver highly customized financial strategies to a select group of clients who seek to grow, safeguard, and eventually transfer their wealth. Our clients include corporate executives, business owners, farmers, families, and individuals navigating complex financial situations. Some are experiencing major life transitions, such as receiving a significant inheritance, entering retirement, coping with the loss of a loved one, or selling a business. Others simply have demanding schedules that leave little time to manage the responsibilities that come with financial success. They appreciate working with an independent advisor and trust us to help them pursue their long-term goals.
We believe technology should enhance meaningful relationships—not replace them. Our clients receive a personalized, technology-forward experience supported by an advisor who truly knows them and their financial needs. Each client also benefits from a private financial website that keeps them engaged and informed.
At our core, we are educators. Our aim is to create clarity out of complexity by offering straightforward, customized advice that allows clients to make informed and confident decisions. This commitment to personal guidance and thoughtful planning is what sets Lamont Financial Group apart—and what makes us:
One Team for All Your Financial Needs
Secure Online Account Access
Go Digital with LPL Account View and eDelivery
We also offer Wellmark Blue Cross/Blue Shield Medicare Supplement Insurance.
PLAN WITH CONFIDENCE
Partner with an experienced, knowledgeable CFP® professional who's committed to putting your best interests first — so you can be confident you're on the path to your financial future.
We are conveniently located inside of two Clear Lake Bank & Trust locations:
CLB&T West in Mason City, IA
CLB&T in downtown Clear Lake, IA