In 2024, Lauren Breitfeller launched a new Registered Investment Advisor (RIA) firm with a clear vision: to redefine how financial advice is delivered by aligning every element—clients, advisors, partners, and strategy—toward a shared goal of efficiency and excellence.

 

     Shortly after, she brought on her husband, Mike Breitfeller, a Certified Financial Planner™ with 15 years of experience. Together, they navigated every detail with intention and care, crafting a firm that puts people first—where relationships are prioritized, strategies are personalized, and success is measured by the clarity and confidence clients feel in their financial lives.

 

     Despite building what they believe is the ultimate advisory experience, their core values have never changed. Family, integrity, and adaptability remain the foundation of every decision they make. These values are not only central to how they operate—they are shared with every client they serve.