LPWM Group began in Lansdowne, Virginia over ten years ago with one goal in mind: To help people understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Since then, LPWM Group has grown into a collection of elite Private Wealth Management firms located up and down the East Coast. We offer a one-stop “shopping center” of sorts with an asset management arm, an in-house life and annuity department, CPA’s, trust services, attorneys, and a branch that can assist with property-casualty insurance. We serve as our clients' personal Chief Financial Officer, and ensure their overall financial goals are met in a responsible way, through the combination of comprehensive financial planning, active portfolio management, and risk mitigation.
Administrative Director
Lily is the Administrative Director of Lansdowne Private Wealth Management. She has an AS in business and has over 20 years of experience in customer relations, sales, and administrative management. She is a native of New York and now resides in Loudoun County, Virginia with her husband and youngest daughter.
Lily is a cancer survivor and continuously does volunteer work for the cancer society and her church.
