LVM Capital Management, founded in 1988 by Russ Leonard and Craig Vander Molen, offers fee-only personal wealth management services with the slogan "Fee-only Personal Wealth Management Services." The company started as a research-intensive investment management firm and later expanded its services to include financial planning to provide a more holistic wealth management solution. LVM's mission focuses on ensuring clients' ongoing financial success through personalized attention, creative planning, and experienced investing. The firm adopts a service-based, fee-only advisory approach, emphasizing aligned interests with clients. Client confidentiality is emphasized, with strong communication playing a vital role in maintaining client trust. LVM Capital Management's business model is designed to put client interests first, reflecting the founders' original philosophy. The company operates in the financial services and wealth management industries. However, specific details about its headquarters, last investment, and last investment investors are not available.
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