Lahr Financial Planning
William Lahr, Founder of Lahr
Financial Planning
Mr. Lahr has fifteen years of Wall Street
experience in financial planning, sales and financial advice,
training, and marketing. Mr. Lahr holds accreditations as a
Certified Financial Planner™ and a Chartered Retirement
Planning Counselor®. He specializes in leveraging the financial
plan to assess a client’s risk exposures and identify asset,
tax, insurance and estate solutions to achieve and maintain
clients’ required lifestyles.
Mr. Lahr started his Wall Street career
with Merrill Lynch’s International Private Client Division as a
leader in marketing and business strategy. His experience with
the International Trust Company lead to a career in Merrill
Lynch’s Family Office Division focusing on financial planning
for client’s with $100MM+ in assets. Mr. Lahr also held
positions at Merrill Lynch in Wealth Management strategy and
helped to lead the launch of the Consumer Banking
division.
Mr. Lahr is recognized nationally as a
public speaker and coach in the topics of Financial Planning,
Sales Strategies, and Consultative Relationship Management. He
has prepared over 600 Financial Advisors for the national
Certified Financial Planning™ exam and currently works with
many Fortune 500 firms to develop their executive management
teams and sales forces.
A disciplined Financial Advisor, Mr. Lahr
is guided by the intention of redefining wealth management
practices through Lahr Financial Planning. “I have never
found a firm that holds itself and its members accountable to
repeatedly achieving after-tax rate of returns which are
correlated to the appropriate risk exposures of the client’s
personal goals. Lahr Financial Planning holds itself to
a fiduciary standard to accomplish just that. We bring the
money manager, financial planner, accountant, estate planner
and insurance agent under one roof with a dedicated approach to
achieving results for our clients. We make a family office
experience scalable to the high net worth masses and we are not
satisfied until we know clients have gotten the best from their
Lahr Financial Planning experience.”
Lahr Financial Planning
Doylestown, Pennsylvania
lahrfinancialplanning.com
is currently UNDER
CONSTRUCTION
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