Lamb Retirement Solutions LLC

Overview

Lamb Retirement Solutions LLC is a small, independent registered investment adviser operating as a limited liability company and geared toward individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services. Investment activity is narrowly focused: the adviser manages a modest asset base and favors publicly available pooled funds as the primary building blocks of client portfolios, while also allocating to real estate through external managers when appropriate. The firm’s advisory mandate is effectively non‑discretionary—the reported assets under management are shown as non‑discretionary—so client relationships are likely consultative with client consent required before trades. Fee arrangements include both percentage‑of‑AUM and fixed fees, reflecting a mix of ongoing portfolio oversight and project‑based planning engagements. The adviser does not present itself as an ESG investor and operates from a single office rather than as a multi‑state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices