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Our Firm

     Keith Lichtman

Richard frankowski

 Keith Lichtman

Richard frankowski

Our founders, Keith Lichtman and Richard Frankowski, have over 30 years of collective experience in securities, fiduciary, and insurance law. In addition to serving as a wealth advisor, Keith is also a fourth-generation member of a family business, and a mediator. Richard represents individuals and families against financial advisors, broker-dealers, and others who have mistreated them. He is also a best-selling author of The Practitioner’s Guide to Securities Arbitration.

First Ascent Asset Management provides us with investment strategies and solutions and important back office support. Its Investment Committee includes several Chartered Financial Analysts, a PhD, and a Certified Financial Planner. Back office support comes from a talented team of financial industry veterans who share our commitment to a fiduciary standard of care. To learn more about why we partnered with First Ascent, we invite you to view this video from its CEO, Scott MacKillop:

While our portfolios are built using mutual funds and exchange-traded funds from more than one provider, we have an important strategic partner in Dimensional Fund Advisors. The following video provides additional background on Dimensional and its pioneering approach to portfolio construction:

 

* Rick serves as Maycomb Wealth Advisors’ Outsourced Chief Investment Officer (OCIO) and may assist us with serving Members or Potential Members prior to and/or after they sign an agreement with Maycomb Wealth. Unless a Member or Potential Member signs a separate agreement with him, Maycomb Wealth absorbs his fees and costs as part of the fee the Member agrees in writing to pay to Maycomb Wealth. More information on our use of outsourced investment consultants like Rick and attendant fees, costs, and expenses can be found in Maycomb Wealth’s ADV Part 2A Brochure, which is accessible here.

** Jim may assist us with servicing Members or Potential Members prior to and/or after they sign an agreement with Maycomb Wealth.  Unless a Member or Potential Member signs a separate agreement with him, Maycomb Wealth absorbs his fees and costs as part of the fee the Member agrees in writing to pay to Maycomb Wealth.  More information on our use of outsourced paraplanners like Jim and attendant fees, costs, and expenses can be found in Maycomb Wealth’s ADV Part 2A Brochure, which is accessible here.

***First Ascent Asset Management serves as part of our Independent Outside Investment Committee. It also assists some of our Members pursuant to either a direct written agreement with the Member(s), or a sub-advisory written agreement with our Firm and to which the Member(s) consent(s). See also First Ascent’s ADV Part 2 A Brochure, accessible here.

 

 

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