Broker Check

At our firm, we have the client—and only the client—in mind.

Jeff Lashley's professional approach is a customized process that begins with a comprehensive financial review. He then works with you to provide you a better understanding of the financial concepts behind professional portfolio management, risk management, retirement planning, estate planning strategies, and wealth preservation. Jeff will work also in conjunction with external tax and legal advisors to assist you in pursuing your overall financial goals.

After graduating from Pittsburgh State University with a bachelor’s degree in Finance, began working in the financial services industry in 1994, and held positions at Merrill Lynch, UBS Paine Webber, and Morgan Stanley. In 2005 Jeff started Lashley Wealth Management Inc, affording himself the pleasure of working more independently and with his clients' best interests as his top priority.

With more than 30 years of experience in the financial services industry, Jeff utilizes that experience to offer key wealth advisory services and a comprehensive service approach that seeks to exceed his clients’ expectations year after year. We are dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance.

Emma Lashley joins us as a graduate from the University of Kansas where she received a bachelor’s degree in Business Communications. Emma’s professional approach and attention to detail sets her apart. Emma distinguishes herself with her dedication to providing superior personal service as our Operations Manager.

Madison Lashley joins us a graduate from the University of Kansas where she received a bachelor's degree in Business Communications.  Madison's professional approach will be assisting us in Marketing.  Her work ethic, social media experience and dedication will set her apart.

Please get in touch with us today to learn more about how we can help you plan for your future.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.