Personal Financial Planning & Investment Management

Since 2003 Mersereau, Lazenby & Rockas, LLC has been a Registered Investment Advisor providing clients with personal financial planning services. The firm's expansion into personal financial planning was a natural progression because of the complex interconnectedness of indivdiual taxes, investments, and retirement planning.
Individuals have numerous financial companies to choose from when seeking advice. In this crowded field, we stand out by incorporating the following important principals into our practice:
  • We believe the advice rendered should be objective and impartial.
  • We believe that clients are best served through a comprehensive approach to financial planning.
  • We believe the advisor should always place the interests of the client above all others.
As a Fee-Only financial planning firm, we do not accept commissions on products recommended or services provided. This allows us to focus our attention on the advice and recommendations given to the client.
Learn More
Please visit our firm's companion site to learn more about these services or call our office to schedule a free, no-obligation introductory meeting.