“The Lotus Difference”

Trust | Honor | Respect


Our Core Values

Our employees must pass extensive testing, credit and background checks.

We volunteer our time and energy to educate others on best practices in daily money management and fiduciary services.

Our goal is to ensure our client’s priorities and values are protected by encouraging autonomy and independence.

Our Brand Promise

To embrace our core values in every decision we make

To support our clients and their families

To advocate for each client’s individual goals

To improve and promote the fiduciary industry through educational training and support