Lau Associates began in 1985 as a financial planning firm in Wilmington, Delaware.  Over the years, as clients requested that we work with their families and friends, we expanded to provide multi-family office services. Today, our team offers you exceptional depth in planning, investment management, tax and cash flow management, estate planning, tax return preparation and bill paying.  We serve as your chief financial officer, providing a streamlined infrastructure, highly personalized advice, and coordinated counsel with your other advisors.

 

Our firm is consistently singled out as one of the premier wealth managers in the country and has been recognized as a top advisory firm by such publications as Worth Magazine, Medical Economics and Bloomberg Wealth Manager Magazine. Our President, Judith Lau, is a past president of the Institute of Certified Financial Planners and has served on a number of community non-profit boards.

 

 

In 2008, Lau Associates LLC became an independently operated subsidiary of Bryn Mawr Bank Corporation.