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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 Allegheny Investments, Ltd. and National Financial Services LLC, clients benefit from the investment, tax and other research of a major financial institution.
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.
Allegheny Investments, Ltd., founded in 1978, is the oldest independent broker-dealer located in Pittsburgh, Pennsylvania, and one of the most comprehensive providers of integrated financial services in the nation. National Financial Services LLC, which administers clients’ investment accounts, is part of one of the world’s largest financial services firms.
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