LaMar Wealth Management

LaMar Wealth Management As independent professional advisors, we offer a personalized financial strategy. Every decision we make will be focused on achieving the results you want.

Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life. Our team's approach to investing is straightforward: we focus on becoming your partner, helping to build the future you desire. As we wo

rk together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. LaMar Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Delayed retirement can have a significant impact on both employees and employers. With an average cost of $103,000 per e...
08/27/2026

Delayed retirement can have a significant impact on both employees and employers. With an average cost of $103,000 per employee for each year retirement is delayed, thoughtful plan design can play an important role in supporting retirement readiness while helping employers manage long-term workforce costs.

Automated features such as auto-enrollment and auto-increase can help employees build savings more consistently and may cost employers less than just one year of delayed retirement.

This week's report, written by Ted Ruddock, Managing Director and Co-Head of Fixed Income Private Wealth, shares how cha...
08/25/2026

This week's report, written by Ted Ruddock, Managing Director and Co-Head of Fixed Income Private Wealth, shares how changing supply and demand dynamics, elevated municipal yields, and upcoming Federal Reserve decisions are creating attractive opportunities for investors seeking tax-efficient income.

amazonaws.com

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:
08/21/2026

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:

raymondjames.com

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. E...
08/19/2026

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. Explore the latest insights and what they could mean for your long term planning:

raymondjames.com

American families now take many forms as fewer adults marry or have children and more people build households outside tr...
08/17/2026

American families now take many forms as fewer adults marry or have children and more people build households outside traditional roles, reshaping how we think about care, connection and the future:

raymondjames.com

Preparing for college involves more than packing and class schedules. From understanding legal documents at age 18 to na...
08/14/2026

Preparing for college involves more than packing and class schedules. From understanding legal documents at age 18 to navigating common challenges faced by young adults, having the right resources can help families feel more confident and prepared.
With ARAG, you have access to educational resources that can help support these important conversations. Read the one pager to learn more about ARAG.
Want to discuss how these topics fit into your family's broader financial plan? Contact me to start the conversation and explore resources that may help.

raymondjames.com

Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn ...
08/12/2026

Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn why:

raymondjames.com

August 10 - Equity futures point to a flattish opening amid a relatively quiet morning for the stock market. No economic...
08/10/2026

August 10 - Equity futures point to a flattish opening amid a relatively quiet morning for the stock market. No economic data releases on the calendar, and this week's earnings releases are minimal.

Read more in the Morning Brew.

amazonaws.com

Corporate earnings growth has driven stock markets to new highs in 2026. Will the trend continue? In a sneak peek of th...
08/07/2026

Corporate earnings growth has driven stock markets to new highs in 2026. Will the trend continue? In a sneak peek of their midyear outlook, Capital Group portfolio managers dig into company performance, including three equity themes for investors to consider.
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Address

Auburn, AL

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 3pm

Telephone

+13348218940

Website

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