LVM Capital Management, LTD.

LVM provides customized wealth management, combining asset management with financial planning. Financial planning includes estate, income tax, cash flow and retirement planning. Integrating asset management and financial planning creates a powerful combination to better serve cleints. LVM's team includes CFA charterholders and a CFP practitioner.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

7840 Moorsbridge Rd Portage, MI 49024-4428 Phone: (269) 321-8125 Ext: 33 Fax: (269) 321-8126

Primary Office

7840 Moorsbridge Rd Portage, MI 49024-4428 Phone: (269) 321-8125 Ext: 33 Fax: (269) 321-8126