History

We founded our practice, DBA Lawless Financial Group, because we felt that many investors were being underserved by the typical Wall Street model of investment firms: the one where they sell you their own products in order to meet their target sales goals, not your financial ones.

We think we've greatly improved upon the model.

We offer you an environment where you can feel confident:

  • That you can expect prompt replies from us to your directions or inquiries
  • That your money is working toward your goals effectively
  • That your wishes and opinions will be respected
  • That your needs are taken into account
  • That your investments are recommended because they are best for you, not for some corporation
  • That you have access to independent research and information to help you make informed decisions

We've chosen to partner with Commonwealth Financial Network®, a Registered Investment Adviser-broker/dealer that helps independent advisors like us serve their clients. Through Commonwealth, we have access to a wide variety of investment choices to complement your financial goals. It also helps us best serve you in a seamless and efficient manner by providing back office, investment, and technology support.