LVM Capital Management was founded in 1988 by Russ Leonard and Craig Vander Molen as a research intensive investment management firm. In 2001, services were expanded to include financial planning to offer our clients a more holistic wealth management solution. While our capabilities have grown, our mission has remained true to the original philosophy of our founders—to ensure our clients’ ongoing financial success through a combination of unparalleled personal attention, creative planning, and experienced investing. Today, LVM's financial planners and portfolio management team serve clients in over 20 states from our offices in Kalamazoo, Michigan, and Naples, Florida. 

 

We do not sell products. Rather, we utilize a personal advisory approach that is service-based and fee-only. This sets the stage for the optimal wealth management relationship with clients because our interests are aligned. Client confidentiality is paramount and strong communication essential. LVM puts client interests first, from the design of our business model, to the day-to-day details of answering questions and solving problems.