Lamont Financial Group

Lamont Financial Group Kris Lamont, CFP® - Wealth Advisor
Amy Dixon, CPFA® - Wealth Advisor

Wealth Management
Planner OUR MISSION

Welcome to Lamont Financial Group.

What we offer is more than just investment advice. We pride ourselves on doing things differently and being independent allows us that freedom. The scope of our comprehensive wealth management services is broad and touches upon all parts of a person's financial life. We provide comprehensive and highly customized financial solutions to a select group of investors who desire to grow, protect, and u

ltimately transfer their legacy. Our clients are corporate executives, business owners, farmers, families and individuals who are facing complex financial situations. Some are experiencing a life transition such as a large inheritance, retirement, the loss of a loved one, or the sale of a business. For others, the fast pace of their daily lives leaves very little time to tackle the responsibilities that accompany financial success and investment management. They value working with an independent wealth advisor and entrust us with the task of helping them pursue their long-term financial goals. We believe that technology should be used to facilitate meaningful interactions, not be the foundation of an advisory relationship. That means our clients enjoy a highly personalized, technology forward experience with someone who personally knows them and their financial situation. And our clients can stay engaged with their very own personal financial website we provide. We are educators at heart with a goal to create clarity from complexity, offering straightforward and personalized advice so that our clients can make informed and confident decisions. That is what sets Lamont Financial Group apart from the rest and makes us:

One Team for All Your Financial Needs

We are pleased to welcome Parker Hiscocks to the Lamont Financial Group team.  She joins us as our second Client Service...
11/26/2025

We are pleased to welcome Parker Hiscocks to the Lamont Financial Group team. She joins us as our second Client Service Specialist, supporting the office with scheduling, client communications, paperwork, mailings, and a wide range of administrative needs. Parker is a recent graduate of Iowa State University, where she earned her degree in Management. She was raised in Britt, Iowa, and brings a strong commitment to organization and client service.

She will be working closely with Kris, Amy, and Dawn to support LFG clients, and her addition will enhance our ability to respond promptly and efficiently to any needs that arise.

Lamont Financial Group is located inside Clear Lake Bank & Trust at both the Clear Lake and Mason City West branches.

To learn more about our team, please visit: https://www.lamontfinancialgroup.com/team.htm

In July 8th's episode of Econ Market Minute, “U.S. Exceptionalism Is Not Dead”, Dr. Roach reveals that the breadth and d...
07/11/2025

In July 8th's episode of Econ Market Minute, “U.S. Exceptionalism Is Not Dead”, Dr. Roach reveals that the breadth and depth of US markets explain why US exceptionalism will persist, and he further warns why inflation may be choppy the next few months. You can view his 3:30 video by clicking on the following:

LPL’s Chief Economist, Dr. Jeffrey Roach, reveals that the breadth and depth of US markets explain why US exceptionalism will persist and he further warns wh...

In June 5th's episode of Econ Market Minute, “Dispersion in Sector Outlooks - Fed Continues to Wait and See”, LPL Financ...
06/06/2025

In June 5th's episode of Econ Market Minute, “Dispersion in Sector Outlooks - Fed Continues to Wait and See”, LPL Financial’s Chief Economist, Dr. Jeffrey Roach, discusses potential winners in the services sectors, inflation, and what to expect in regards to upcoming Fed action. You can view this 3:47 video by clicking here: https://youtu.be/hhlz01gGp7w?si=SSdWiRirxizL7jh2 .

Dr. Jeffrey Roach, LPL's Chief Economist, discusses potential winners in the services sectors, inflation, and what to expect in regards to upcoming Fed actio...

In the May 29th episode of LPL's Econ Market Minute, "Courts Create New Hurdles for Trump’s Tariff Policies", Dr. Jeffre...
06/06/2025

In the May 29th episode of LPL's Econ Market Minute, "Courts Create New Hurdles for Trump’s Tariff Policies", Dr. Jeffrey Roach, Chief Economist at LPL Financial, discusses implications for current U.S. debt management, impactful court decisions regarding Trump’s tariffs policy, and what to expect. You can view Dr. Roach’s short 2:56 video by clicking here:

LPL’s Chief Economist, Dr. Jeffrey Roach, discusses implications for current U.S. debt management, impactful court decisions regarding Trump’s tariffs policy...

HAPPY MEMORIAL DAY WEEKEND! - The Market and our offices WILL BE CLOSED this Monday, May 26th, in observation of the Mem...
05/23/2025

HAPPY MEMORIAL DAY WEEKEND! - The Market and our offices WILL BE CLOSED this Monday, May 26th, in observation of the Memorial Day holiday. We will re-open at 9:00 a.m. on Tuesday, May 27th. We hope you all have a very safe and wonderful holiday weekend!

Due to Good Friday, the Market and our offices WILL BE CLOSED on Friday, April 18th.  We will re-open at 9:00 a.m. on Mo...
04/17/2025

Due to Good Friday, the Market and our offices WILL BE CLOSED on Friday, April 18th. We will re-open at 9:00 a.m. on Monday, April 21st. We hope you all enjoy a most joyful Easter weekend! 🐣🐰🌞

In this latest Jan. 9th episode of LPL's Econ Market Minute, "Bonds Get Disappointed", Dr. Jeffrey Roach, Chief Economis...
01/10/2025

In this latest Jan. 9th episode of LPL's Econ Market Minute, "Bonds Get Disappointed", Dr. Jeffrey Roach, Chief Economist at LPL Financial, discusses the latest growth outlook, impacts on earnings, and recent staffing activity. You can view Dr. Roach’s brief but impactful 1:55 video by clicking here:

Dr. Jeffrey Roach, Chief Economist at LPL Financial, discusses the latest growth outlook, impacts on earnings, and recent staffing activity. Tracking: #680133

National Day of Mourning, Thursday, January 9, 2025: the New York Stock Exchange will be closed in observance of the Nat...
01/08/2025

National Day of Mourning, Thursday, January 9, 2025: the New York Stock Exchange will be closed in observance of the National Day of Mourning on Thursday, January 9, to honor former President James Earl Carter, Jr. Our office will be open, as will Clear Lake Bank & Trust.

12/31/2024
In the latest Dec. 20th episode of LPL's Econ Market Minute, Dr. Jeffrey Roach, Chief Economist at LPL Financial, discus...
12/31/2024

In the latest Dec. 20th episode of LPL's Econ Market Minute, Dr. Jeffrey Roach, Chief Economist at LPL Financial, discusses the implications of the Fed’s latest decision on the dollar, other central banks, and the housing market. You can view Dr. Roach’s quick but informative 2:39 video by clicking here: https://youtu.be/dNdS5-l_4Go?si=rNuFDW3uTo1sq32C.

Dr. Jeffrey Roach, LPL’s Chief Economist, discusses the implications of the Fed’s latest decision on the dollar, other central banks, and the housing market....

In this week's Econ Market Minute - “Markets Love Clarity & That’s What They Got After the Election” - Dr. Jeffrey Roach...
11/14/2024

In this week's Econ Market Minute - “Markets Love Clarity & That’s What They Got After the Election” - Dr. Jeffrey Roach, Chief Economist for LPL Financial, focuses on artificial intelligence, potential head fakes from inflation data, and why bond yields are elevated. You can view Dr. Roach’s brief but enlightening 2:42 video by clicking here:

Dr. Jeffrey Roach, Chief Economist at LPL Financial, focuses on artificial intelligence, potential head fakes from inflation data, and why bond yields are el...

In this week's Econ Market Minute - “Chances of a Soft Landing - A Trick or a Treat?” - Dr. Jeffrey Roach, Chief Economi...
10/31/2024

In this week's Econ Market Minute - “Chances of a Soft Landing - A Trick or a Treat?” - Dr. Jeffrey Roach, Chief Economist for LPL Financial, highlights the chances of a soft landing, but only if upper income households can weather through a slowdown. You can view Dr. Roach’s short but impactful 3:10 video by clicking here:
https://youtu.be/D0WxAC262ZQ?si=BD32QmanzKmTS9Fs .

Address

322 Main Avenue
Clear Lake, IA
50428

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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