Anthony Lombard
About Me
People, Passion and Purpose. After 20 years in the financial services and technology industries, financial planning sits at my of intersection of those three things. I live, breathe and do jumping jacks while thinking about investing, taxes, real estate, retirement, cash flow and on the side, sports.
I believe a person's financial and overall happiness occurs beyond simple technical knowledge, and includes financial behavior and teamwork (whether in a relationship, or with professional specialists).
I have a special place in my heart for teachers, business owners and those with equity compensation, as I have lived those lives for many years. I am blessed to have a supportive family and three high-energy children, and am grateful for all the clients that have entrusted me over time.
Mission Statement
To disrupt the financial services industry by delivering excellent professional advice and improving financial literacy across all ages.
Why I Became an Advisor
Financial planning is at my intersection of People, Passion and Purpose. I have seen firsthand how improved financial awareness and value alignment empowers people to live their best lives. Unfortunately, I have also seen the opposite, and have witnessed people being taken advantage of, both financially and beyond.
I am driven by this purpose to disrupt how the industry serves people, and deliver advice in an ethical and transparent way.