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Independent Financial Advice | Guidance | Investment Management

Financial Services
Carol Lampe
Jason Lampe
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Client Center

A family firm established in 1979, Lampe Financial, LLC is operated by founder Carol Lampe, CFP®, and includes son Jason Lampe. This experienced team provides clients the benefits of clear, candid and personal communications, a long-term perspective and efficient organization. At the same time, through the firm’s affiliation with Sowell Management Services and TD Ameritrade Institutional, clients benefit from the investment, tax and other research of major financial institutions.

Lampe Financial, LLC focuses on helping clients accumulate wealth, plan for retirement, and create a personal legacy. To this end we provide investment management, comprehensive financial planning, independent advice and guidance. Our approach is personal, yet disciplined and systematic, entailing regular consultation and close attention to individual situations and needs. We believe, and our experience confirms, that by addressing obstacles and staying focused on goals, clients can make sound financial decisions contributing to personal satisfaction and peace of mind.