Stephen T. Lam, CPA, Financial Advisor
Elizabeth Herman, Financial Advisor

  A Wealth Management FirmSM   



It's not just what we do, it's how we do it.                      

At Lam Financial Services, our philosophy is to provide our clients with both personal and professional services. We use state-of-the-art money management strategies and technologies that enable our clients to organize their financial life, while providing you with personal touch service. We believe in long-term relationships, honoring our commitments, and understanding you and your business. We make open and frequent ommunication with our clients a priority, and strive to create holistic and long-term plans tailored to individual client needs.

Our practice is built upon a comprehensive approach to Wealth Management, focusing on helping our cliends protect, grow, and enjoy their money.

Because no two clients are the same, we are committed to getting to know our clients well enough in order for us to help them articulate and define their unique financial goals. This allows us to proactively provide our clients with ideas, suggestions and alternatives to enable them to achieve success the way they define it.

Steve and Liz's affiliation with Woodbury Financial Services, Inc. provides us with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.

Thank you for visiting us in our virtual office! Please do not hesitate to contact us for an in-person consultation.