Our Firm


Lamont Financial Group offers comprehensive and highly customized financial solutions to a select group of investors in many communities who desire to grow, protect, and ultimately transfer their legacy.  We believe that setting financial goals, planning for retirement, making sure your estate plan is in order, and spending time with your family should be top priorities for our clients.

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities.  Many do not do anything because they are confused and don't know where to turn.  Your family depends on you putting a plan together to protect them today and into the future.

That's where Lamont Financial Group can help.  Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving and transferring your wealth.  We can answer many of your financial questions and help you put the financial pieces together.  By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.