LGT Financial Advisors LLC

?? We're proud to share that LGT Financial Advisors has been named one of the "Top Wealth Managers" in the Dallas-Fort Worth area for 2024. Our dedicated advisors are committed to guiding clients through financial planning, investment strategies, and asset management. This accolade reflects our unwavering dedication to being your trusted financial partner. See the whole list on D Magazine by clicking below. ?????? https://bit.ly/3Cs8WtL

? Another fantastic meeting in the books! A huge thank you to Joshua Orton, CFP? for joining our Wednesday session and sharing valuable insights on financial planning and the investment process. As a UNT alum and CFP? professional, Josh’s journey serves as an inspiration to our members. Our club strongly emphasizes the CFP? path, and having experienced professionals like him speak with us is essential to our mission. A special shoutout to all the students who attended this week—especially with spring break right around the corner! Your dedication doesn’t go unnoticed. Enjoy your break, Eagles, and come back recharged for the final stretch of the semester! ? ?? #CertifiedFinancialPlanner #UNT #MNY #SpringBreak

I thoroughly enjoyed being part of Institutional Investor's Alternatives in Wealth Management Forum, hosted at The Joule in Dallas. Our panel, "Overcoming Operational Hurdles, Empowering Advisors Through Education, and Integrating Technology into Your Wealth Management Practice", was moderated by Debra Brennan Tagg, CFP? and discussed a variety of topics including technology platforms, client and advisor education, as well as the right product structure for various client types. I was lucky to be joined by Eric Flynn, CFA, CPA and Brian Reich who offered their insights and experiences to the audience. I'd like to thank Sandeep Murray and David Grana for including me as well as my friend Matt DenBleyker for the introduction to Institutional Investor. #LGTFinancialAdvisors #AlternativeInvestments

?? Social Security might be part of your retirement plan, but if you’re planning to spend big during retirement, you may want to think twice about it being your main source of income. Start planning for retirement now to ensure you're ready for the lifestyle you want. ??? ?? Check out what our LGT Financial Advisors LLC have to say about planning for your future here: https://bit.ly/43jmOSD

Private Wealth Texas, put on by Markets Group, is a great conference held at the Arts District Mansion in Dallas. I had the privilege of moderating the "Effectively Investing Through Alternative Markets: Diversification & Returns" panel with Olivia (Cogan) Newell, CFA, Drew Snow, CFA, and Stacey Morris, CFA. We discussed the various ways investors and allocators use alternatives including private equity, private debt, venture capital and energy in their portfolios to enhance returns / outcomes for our clients. #LGTFinancialAdvisors

?? Confused by Target-Date Funds? Joshua Orton, CFP?, our Senior Financial Advisor, clears up common misconceptions around glide paths and diversification. Understanding these key concepts can help you make more informed investment decisions, ensuring your retirement strategy is on track. ?? Ready to get smarter about TDFs? Check out Josh's insights here:?https://bit.ly/4bkeofJ

Behind every smart investment strategy is a leader who sees the big picture. Our Chief Investment Officer, John Bullman, has been recognized as an Elite Private Wealth CIO for 2025, and we couldn’t be prouder! His dedication, strategic insight, and commitment to excellence continue to drive success for our clients. Join us in celebrating this well-earned recognition! ???? https://bit.ly/3Qistk6

Nothing like talking alternative investments in NYC with fellow CIOs and CAIS. Thanks to Judah Schulman, CAIA for hosting and moderating as well as Jon Adams, CFA and Jennifer DeSisto, CFA, CAIA for joining me on stage as we discussed how we implement our alternative investments using the CAIS platform. #LGTFinancialAdvisors #alternativeinvestments

As we step into 2025, we’re reflecting on an incredible year in the markets. Despite navigating #inflation shifts, interest rate changes, and a Presidential election, domestic markets once again delivered over 20% returns—a back-to-back feat rarely seen! In our latest Market Update, we dive into: ? Key trends that shaped 2024, including the strong performance of U.S. Large Cap stocks. ? Strategic insights on #equities, fixed income, and alternative investments. ? Our outlook for 2025 and how we’re positioning portfolios to balance growth and risk. Here’s to another year of #SmartStrategies and financial growth! ?? https://bit.ly/3ChyYAs

Join John Bullman, MBA and other industry leaders as they discuss how alternative markets fit into their strategies and what they look for in managers to deliver optimal returns across these dynamic asset classes at our Private Wealth Texas Forum, February 13, in Dallas. LGT Financial Advisors LLC Register now ?? https://hubs.li/Q030jc-v0 #MarketsGroupPW Brett Friedberg Thomas Hind Cassia D. Karishna Ramos Michael Martinez Natasha Guzman Sovaida Noronha Sara Katrenich Michael Huffer Lance Fair Adena Baichan Brian Intemann Katrina K. Matt LeConte Corinne Smart Ann Lee Emir-Andreas Fofana