The LRM Group is an independent insurance consulting firm that works exclusively with fee-based and fee-only advisors. We exist to support the evolution of the RIA model in designing insurance-based estate, business and wealth protection strategies on behalf of financial advisors. We provide unbiased professional service, advice and counsel to help you and your clients protect what matters most to them. Complete alignment with you and your clients’ objectives is our only acceptable baseline.

The LRM Group was established by, and is a strategic partner of, Underwriters Brokerage Service, an independent insurance firm in Pittsburgh, PA with nearly 50 years of experience. LRM evolved out of Underwriters desire to exclusively support the distinct planning and fiduciary needs of RIAs in solving clients’ life insurance, disability and long-term care planning, without diverting the advisors' core focus. Underwriters provides all of our back-office services and operational support.

The LRM Group, LLC

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The LRM Group, LLC

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