Lacy Phelps

Background

About Lacy Phelps

I am a forward-thinking, holistic wealth advisor who provides tailored solutions and attentive service to a select group of individuals, families, and businesses both locally and around the country. My mission is to become an essential partner to my clients by helping them define and achieve what is most important financially through a collaborative and educational approach. My commitment to this mission is defined by three core principles. I employ a personalized approach through collaborative, in-depth conversations and recommendations that simplify complex issues. I use tailored solutions and an established process to help build investment portfolios and assess risk appropriate for each client. I practice attentive service in all my affairs, striving to exceed client responsiveness and accessibility expectations, while maintaining personal relationships based on listening and understanding. Clients feel confident in knowing where they're going, comfort in having a financial advisor acting in their best interest, and assurance collaborating in an environment of trust. In addition to educating the community on ways to prepare for their financial futures, I'm an advocate for local arts, innovation and leadership. My passion is to help others enjoy our local communities and everything offered. I'm a trainer for Solebury Soccer Club, Board Member of United Way of Hunterdon County, and President of the Frenchtown Business and Professional Association. I am a neighborhood financial advisor, who brings a wealth of knowledge with an MBA in finance and over nine years experience in the financial services industry. I work with businesses and individuals in an intimate, one-on-one environment with the support of thousands behind the scene. I have an established process to determine what's important to my clients and partner for the long term to help them reach their financial For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see