Craig Pfau- Financial Advisor Milton, GA

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About Craig Pfau

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.

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General Information

Firm Start Year

2017

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

MBA - Finance

University of Rochester
2012 -2016

Bachelor of Science - Finance

Syracuse University
1999 -2003

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891076/paladinregistry-Locust-Lane-Wealth-Management-detailed-disclosure.html

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Paladin Research Report For:

Craig Pfau

Locust Lane Wealth Management