We Sell No Products, Only Unbiased Advice

Investment Management In Your Best Interest

Thank you for your interest in SIP Financial Services.

Lanny Rosenbaum started the firm in 2007 because he saw an opportunity to provide comprehensive financial planning and investment management services by embracing a new business model: an independent advisory firm.

SIP Financial Services acts as a fiduciary; we are fee-only and do not accept any commissions. These are two important ways we are different from traditional financial advisors.

As a fiduciary, we’re obliged to always act in your best interest. Unlike brokers, we won’t just make a recommendation because it is “suitable.” We only make recommendations if they are in your best interest.

We sell no products. We only sell you our advice, so there are no hidden fees—no hidden agendas.

We’d love to hear from you to set up a no-obligation consultation to see how we can help you improve your financial life.