Lacy Phelps

I am a forward-thinking, Hunterdon County based financial advisor that provides tailored solutions and attentive service to a select group of individuals, families and businesses both locally and around the country. My mission is to become an essential partner to my clients by helping them define and achieve what is most important to them through a collaborative and educational approach. My commitment to this mission is defined by three core principles.

I employ a personalized approach through collaborative, in-depth conversations and recommendations that simplify complex issues. I use tailored solutions and an established process to help build investment portfolios and manage...