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A Steady and Disciplined Approach

If there’s one thing that the last few years have shown us, it is that markets can be unpredictable. Guiding your portfolio through turbulent times requires experience, patience, and rock-solid management – all key pillars of LFA’s strong foundation.

Every successful investment strategy depends on three things: goals, time horizon, and risk tolerance. Your LFA advisor takes the time to help you understand what each of these criteria mean to you, and then creates an investment strategy that matches your individual needs.

Because investing involves a number of risks that are hard to predict, we moderate these risks through diversification. This is achieved through asset allocation, which involves incorporating multiple asset classes into a portfolio to improve its risk-reward characteristics.

Through sound advice, a strong asset allocation strategy and diligent oversight of your investment portfolio, your LFA advisor will help build solutions for your entire financial life. 

These are the keys to achieving successful long-term investment results; our commitment to each and every client.

© 2018 Larkspur Financial Advisors | 100 Tamal Plaza, Suite 110, Corte Madera, CA 94925 | All rights reserved
P: 415.924.6703 | F: 415.924.6723 Advisors@LarkspurFA.com |
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Securities and advisory services offered through The Strategic Financial Alliance, Inc., (SFA), member FINRA/SIPC, which is otherwise unaffiliated with Larkspur Financial Advisors or LFA Holdings, Inc. Ronald Murphy, CLU, ChFC (CA Insurance License #0290052) is a Registered Principal and Investment Advisor Representative of SFA. J. Richard Arellano, CLU, ChFC (CA Insurance License #0186691), and Kevin Bartel (CA Insurance License #0J04584) are Registered Representatives and Investment Advisor Representatives of SFA.

We are licensed to sell Insurance Products in the following states: California, Florida, Georgia, Nevada, Oregon, Texas, Utah, and Washington.
We are licensed to sell Securities in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, and Washington.