Family Owned and Operated
Lippincott is more than a name—it’s our family-based approach. Every financial professional on our team is a member of the
Lippincott family, and when you partner with us, we treat you like you’re one of ours. Caring for your family is our family business.
403(b) Experts
Teachers, non-profit employees, and ministers have their own challenges and opportunities when it comes to retirement
planning. With over 20 years of experience with 403(b)s, we know how to make the most of your account. Let our team guide you through the biggest questions and help integrate your account into your larger financial strategy.
Certified Kingdom Advisor®
In addition to CFP® and other licenses, Marc is proudly certified by Kingdom Advisors, the industry leader in biblical financial wisdom. That means we’re especially qualified to help you integrate your faith into your finances. Our team represents your values in your plan and can help with opportunities such as biblically responsible
investments (BRI).
