The wise man bridges the gap by laying out the path by means of which he can get from where he is to where he wants to go.
– J.P. Morgan
The Lipscomb, Gregory & Young Group is a team of dedicated financial advisors with over 100 years of experience, focused on partnering with our clients to help them clarify their priorities and achieve their goals. We work with individuals, families, pre/post retirees and small business owners, utilizing a personalized financial planning approach. Solutions include customized growth and income strategies in order to help our clients secure their financial futures and provide them with confidence and peace of mind.
As your Financial Advisors, we are poised and ready to assist with any of your financial needs. We share in Davenport’s focus on core values, investing alongside clients, and delivering the highest level of personal service and investment advice.
Lipscomb, Gregory & Young is registered with the Financial Industry Regulatory Authority to offer services to clients who reside in Arizona, California, Colorado, Connecticut, Washington DC, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and West Virginia.