About

Who we are.

Locust Lane Wealth Management is an investment advisory firm serving the investment needs of families, institutions and financial professionals.

As evidence-based investors, we construct and manage customized risk-appropriate investment portfolios based on Nobel Prize winning research. Our transparent approach is backed by decades of research.

To construct portfolios, Locust Lane mainly utilizes Dimensional Fund Advisors (DFA) funds. We believe DFA funds offer the investor the best probability to maximize their expected returns given their specific risk-profile.

Our portfolios offer a globally diversified mix of passively managed funds that are low-cost and tax-efficient.

Our Services

What we do

for our clients.

Disciplined Investing

based on evidence.

We provide investment advice, financial planning and retirement planning to help clients achieve their financial objectives.

As an investment focused advisory firm, we do not sell insurance or other products, but our referral network of CPAs, insurance brokers and attorneys can provide a full suite of solutions for our clients.

Help your people

retire on their terms.

We show business owners how to help their employees retire on their own terms through creative and cost-effective use of a retirement plan. We accomplish this by strategically implementing our proprietary service, education & financial wellness programs.

Our proven methods result in increased participation and contribution rates, and having employees perceive the employer sponsored retirement plan as a valued company benefit.

Locust Lane has the ability to partner with any record keeper of TPA to create a powerful 401k platform that combines 401k expertise and investment expertise into one low-cost cohesive plan.

Financial guidance for institutions,

endowments and foundations.

Locust Lane provides investment advice to select institutions, endowments and foundations. We help institutions exercise their fiduciary responsibilities by constructing portfolios using our time-tested, rigorous investment philosophy.

We focus on minimizing costs by using broad-based index funds and offering below-average advisory fees.

Our Strategies

Why we choose

Dimensional.

Across time, markets and regions, Dimensional’s investment strategies have delivered outstanding investment performance relative to both their mutual fund competitors and to relevant market benchmarks.

We have no sales relationship with Dimensional. No money changes hands between Locust Lane and Dimensional. We choose to construct our portfolios mainly from Dimensional funds because we believe that their funds offer our investors the best combination of a robust, research-based investment strategy, cost-effectiveness, tax efficiency, trading acumen and consistency of strategy implementation.

Our Philosophy

What we

believe in.

As an independent fiduciary, we believe in our client’s best interest. That means focusing our attention on what can be controlled and delivering our clients well-crafted investment plans based on market principles, informed by financial science, and tailored to meet their specific needs and goals.

Expert Quotes

What the Experts Say

“

I do not believe that they (investment advisors) can identify, in advance, the top performing managers that no one else can! And I'd avoid those who claim they can do so.
John BogleFounder of the Vanguard Group

“

After taking risk into account, do more managers than you'd see by chance outperform with persistence? Virtually every economist who studied this question answers with a resounding "no."
Eugene Fama, Jr.Vice President, Dimensional Fund Advisors

“

There are two kinds of investors…those who don't know where the market is headed, and those who don't know that they don't know. Then again, there is a third type of investor, the investment professional, who indeed knows that he or she doesn't know, but whose livelihood depends upon appearing to know.
William BernsteinThe Intelligent Asset Allocator

“

Come up with a portfolio that covers a lot of asset classes...And finally, invest for the long term. [Investors] should simply have index funds to keep their fees low and their taxes down. No doubt about it.
Jack MeyerHarvard Endowment

“

Most investors, both institutional and individual, will find that the best way to own common stocks is through an index fund that charges minimal fees. Those following this path are sure to beat the net results of the great majority of investment professionals.
Warren Buffett1996 Annual Report, Berkshire Hathaway

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

Let’s Get Started

Disciplined investing starts with Locust Lane.

Get in Touch