Our Firm

Lippencott Financial Group is a financial consulting firm primarily focused on privately held business owners, corporate executives, physicians and other successful individuals. We assist our clients in obtaining the peace of mind they desire through our objective driven process. Our interest is helping clients achieve the following objectives:

  • Protect their assets from excessive tax burdens and potential undesirable future creditors.
  • Pass on their hard-earned assets (including their businesses) to their desired heirs in a manner that enables them to leave the legacy they intended.
  • Ensure that the client’s desires for charitable giving are crystallized and are able to be continued for future generations.

Values and Legacy

Wealth and Responsibility

  • Protecting Assets
  • Asset Continuity
  • Philanthropy
  • Preserving Important Values

Newsletters

  • Settling an Estate

    Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

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Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,413.22 +0.49%
Nasdaq Composite 7,247.87 -0.15%

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