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50 W. Lancaster Ave., Ardmore, PA 19003 610-896-6435

ATM Safety Deposit Boxes Coin Machine  Bank Branch


5000 Pennell Road, Aston, PA 19014 610-364-7800

ATM Safety Deposit Boxes  Bank Branch


135 City Ave., Bala Cynwyd, PA 19004 610-664-6293

ATM Safety Deposit Boxes  Bank Branch


599 Skippack Pike, Blue Bell, PA 19422 215-646-9102

ATM Safety Deposit Boxes Coin Machine  Bank Branch


3218 Edgmont Ave., Brookhaven, PA 19015 610-876-6293

ATM Safety Deposit Boxes Coin Machine  Bank Branch

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Bryn Mawr, PA 19010 610-581-4839

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Your life is complex.  Whether you are an executive creating your own wealth, a professional building a secure financial future, or a member of a family of inherited wealth constructing a legacy, you have a unique need for trusted support and counsel.

You appreciate independent opinions and intelligent collaboration and are at a stage in your life where you seek the next level – of service, of delegation, of confidence.

Lau Associates is particularly skilled at helping you navigate the financial – and personal – paths that you travel.  We speak in plain English.  We talk – and help you talk – openly about wealth, expectations, goals, and risks as you build a new path forward.

We help create unity and harmony, not just on your balance sheet but in your life as well.

At the end of the day, our goal is to give you more time to focus on what you care about most.

Wealth Management

We take an integrated approach to financial planning, investment management, tax planning and strategic planning that enables you to see the whole picture and gain greater confidence in your financial decision making.

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Family Office Services

While substantial wealth provides an opportunity to pursue diverse passions, it is often accompanied by complex financial structures, multiple residences, and other multidimensional situations.

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Financial Planning

Lau Associates’ financial, estate, and tax planning services help you organize and manage wealth in order to both enrich and simplify your life.

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Investment Management

At Lau Associates, our mission is to help you achieve a better quality of life and protect your wealth for current and future generations.

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Tax Services

In-house access to highly experienced experts to prepare your tax returns and/or coordinate the management of tax information and payments with your other tax advisors.

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Multi-Generational Services

We begin the planning process with communication, helping you and your family talk honestly and openly about your feelings about money, your goals, and your hopes and fears.

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