Investment Management

without the guesswork.

Locust Lane Wealth Management is an independent registered investment advisory firm serving the financial needs of families, institutions, and financial professionals. We believe in providing risk-appropriate investment portfolios based on real evidence and not gut instincts or raw emotion.

Investment & Wealth Management

We provide evidence-based investment advice and financial planning to help clients achieve their unique financial objectives.

Institutional Advisory

We construct and manage risk-appropriate and highly-disciplined investment portfolios for institutions, endowments, and foundations.

Retirement Plan

We show business owners how to help their employees retire on their own terms through creative & cost-effective use of a retirement plan.

Let’s Face it.


Involves Risk.

By assessing your unique Risk Number, our firm can appropriately align your preferred risk with an investment portfolio tailored to help you reach your financial goals.

It turns out almost 80% of people have more risk in their portfolios than they previously realized.

We believe educating investors

enhances investment experience.

Locust Lane believes in educating clients with the goal of providing a successful investment experience. That begins by understanding the difference between speculation and investing.

A key to a good long-term investment experience is being able to stay with your investment philosophy, even during tough times.

As evidence-based investors, we construct and manage risk-appropriate investment portfolios that are based on Nobel Prize winning research.

Meet the Team

Craig Pfau

Founder, Managing Partner

Jonathan Duggan, AIF ®

Financial Advisor

Nadia Faulk

Director of Operations

Merv Rudner AIF®, RFC®, RMC

Advisory Board Member