Our mission is to ensure our clients’ ongoing financial success through a combination of unparalleled personal attention, innovative planning and experienced investing.


We adhere to the Fiduciary Oath and the Standards of Fiduciary Excellence, placing clients’ interests first. As financial stewards, we do not sell financial products.


We specialize in the areas of customized portfolio management using individual securities, wealth transfers, tax reduction and philanthropic planning.

P 800.488.2036   |    F 877.321.8126
7840 Moorsbridge Road, Portage, Michigan 49024

999 Vanderbilt Beach Road, Suite 200, Naples, Florida 34108

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LVM Capital Management is a fee-only wealth management firm

As a Registered Investment Advisor (RIA), LVM adheres to the Fiduciary Oath, placing clients' interests first.