Lara Dalton
Director of Financial Planning

I began my career in Fort Lauderdale, FL where I worked for Morgan Stanley and UBS. I then made the jump to work for a boutique RIA where I fell in love with financial planning. I am passionate about working with families and helping them navigate the intricacies that every family encounters in all aspects of their lives – not just the financial ones.

I am based out of my hometown, Pittsburgh, PA, and I have held my CERTIFIED FINANCIAL PLANNER™ certification since 2012. I am a bit of an adrenaline junkie and have tried skydiving, rappelling, ziplining, and ice climbing and I am always ready for my next adventure.

Areas of Expertise

Trust, Estate, and Tax Planning

The intersection of trust, estate, and tax planning is not a simple one. Advising a family with intergenerational wealth or planning for a client’s long-awaited retirement all require special attention to these aspects to ensure all the family’s goals are met.

Family Office Services

I have helped advise ultra-high-net-worth families and their family offices regarding investment management, financial planning, estate and tax planning, philanthropic investing, concierge services, and more. My highest accomplishment is to become the “go-to” call for the families I work with.

Mentorship

I enjoy teaching and mentoring the next generation of advisors. I was lucky enough to have amazing mentors throughout my career and wouldn’t be where I am today without them.