Who We Are

Lauterbach Financial Advisors is a fee-only, independent, financial advisory and wealth management firm based in El Paso, Texas. Through our consultative process and access to world-class intellectual capital, we help our clients Live Financially Confident.

Objective Advisor

Since the day we opened our doors, we have acted in accordance with the fiduciary standard: Put clients’ interests first. For us, there’s no other way.

Our recommendations, investment philosophy and day-to-day operations are explicitly designed to best serve your needs and to help you achieve your goals.

A Plan Built For Your Life

Many people have portfolios that life has built for them, with investments scattered all over and with no clear cohesion between their assets and their goals.

Imagine instead, having not only a portfolio but a plan built for your life. A plan will keep track of the assets you have and what you want those assets to achieve for you, your family and even the organizations you care about.

Imagine having a plan designed around your goals. Instead of worrying about the inevitable short-term market swings, your focus is on how your plan is progressing relative to your goals.

An Integrated Strategy

Our service model is designed to give you the freedom to focus on what you care about the most and help you design, implement and monitor your goals and your progress towards them.
 
We collaborate directly with your team of professionals to simplify your life. For example, we can work with your attorney to review your estate plan, or with your accountant to make sure you don’t pay more taxes than you should. 

Finally, we have access to world-class thought leadership resources via our alliances to help you Live Financially Confident.

Learn More:

Our principals are CPAs with a strong tax background. We serve a variety of clients, including individuals and their families, business owners and professionals, retirement plans and non-profit organizations.

Our team assists our clients to develop, maintain and monitor customized financial plans based on their unique goals and dreams. As needed, we collaborate with professionals in other fields, such as law (including estate planning), taxation and insurance to cover all aspects of our clients’ financial picture.

Our values are the cornerstone of  everything we do, and our investment principles guide the way  we manage our clients’ portfolios and our own.

We are members of the BAM ALLIANCE, a network of over 140 like-minded independent financial advisory and wealth management firms across the nation. 

We were founded in 1999 and are registered as an Investment Adviser with the Securities and Exchange Commission.

Our Pledge:

Help you Live with Financial Confidence

Living with financial confidence is a way of life. It’s a consequence of consistently doing the right things with your limited resources (like your time, money, energy, and even your attention).

It means being able to ignore the noise of the markets while knowing that your plan is designed for the long run and that it considers the inevitable ups and downs.

It means having a team working for you, taking care of your complete financial picture.

It means knowing that your money is working for your goals and knowing where you are relative to them as time passes by.

Our Pledge:

Help you Live with Financial Confidence

Living with financial confidence is a way of life. It’s a consequence of consistently doing the right things with your limited resources (like your time, money, energy, and even your attention).

It means being able to ignore the noise of the markets while knowing that your plan is designed for the long run and that it considers the inevitable ups and downs.

It means having a team working for you, taking care of your complete financial picture.

It means knowing that your money is working for your goals and knowing where you are relative to them as time passes by.

Our Business Model:

Fiduciary, Consultative & Transparent.

Fiduciary. Simply put, it means that, unlike Wall Street, we are obligated by law to put your interests ahead of ours.

Consultative. We believe in listening first. Our recommendations to you only come after we have a complete understanding of your unique situation, your goals and your challenges.

Transparent. We are paid by our clients through a transparent fee based on the assets we manage for them. We don’t receive commissions, kick-backs, paid vacations or payments from third parties for the services or recommendations we provide.

Our History:

Dedicated to Our Clients, Since 1999.

Lauterbach Financial Advisors was founded in 1999 by David Lindau and Jon Sonnen, two long-time partners of Lauterbach, Borschow & Co., one the largest and most respected accounting firms in El Paso, Texas.

From the day they opened their doors, the driving force has always been the same: Do what’s in the best interest of our clients applying our deep experience in tax planning.

The firm started providing investment management and limited financial planning services only.

Today, we offer financial planning to cover our clients’ whole financial picture with the same care, dedication and attention to detail that have set us apart since the day we opened our doors.