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.