• Every month our Board picks a Chamber Member in a random drawing to be featured on our website and social media platforms as a "Member Spotlight"

    Interested in being featured? Please complete THIS FORM for a chance to be featured on our website and social media platforms for one full month!

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  • About Lacy:

    Lacy C. Phelps, CRPC, is a Financial Advisor with Edward Jones, a financial services firm.

    Lacy is a forward-thinking, Hunterdon County based financial advisor that provides tailored solutions and attentive service to a select group of individuals, families and businesses both locally and around the country. Her mission is to become an essential partner to her clients by helping them define and achieve what is most important financially through a collaborative and educational approach. Lacy says that her commitment to this mission is defined by three core principles.

    She employs a personalized approach through collaborative, in-depth conversations and recommendations that simplify complex issues. She uses tailored solutions and an established process to help build investment portfolios and manage risk appropriate for each client. She practices attentive service in all her affairs, striving to exceed client responsiveness and accessibility expectations, while maintaining personal relationships based on listening and understanding. Clients feel confident knowing where they're going, comfort having a financial advisor acting in their best interest, and assurance collaborating in an environment of trust.

    In addition to educating the community on ways to prepare for their financial futures, Lacy is an advocate for local arts, innovation and leadership. Her passion is helping others enjoy our local communities and everything offered. She is on the executive board of United Way of Hunterdon County, working to ensure every individual has the opportunity to thrive, and the president of the Frenchtown Business and Professional Association.

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    Quick Highlights!

    What services do you provide? How long have you been in business?

    I am your neighborhood financial advisor, who brings a wealth of knowledge with an MBA in finance and over 10 years of experience in the financial services industry. I work with businesses and individuals in an intimate, one-on-one environment with the support of thousands behind the scenes. I have an established process to determine what's important to my clients and partner for the long term to help them reach their financial goals.

    Who do you want to work with / Who is your target audience?

    Most of my clients are successful professional, who prefer spending time enjoying life rather than worrying about and managing their money on a daily basis. Fear of the unknown sometimes causes unnecessary stress and anxiety. My clients want to understand their options and feel confident that their money will support their lifestyle.

    They typically have three primary concerns:

    1. Have I saved enough?
    2. Will my family be taken care of?
    3. How can I find a wealth partner I can trust?

     

    What separates your business from the competition?

    I spend time understanding what’s most important to my clients and the community. I use an established process to help identify goals and achieve them. I then partner throughout my clients’ lifetimes to ensure they stay on track.

    How can other members refer you to your ideal clients/customers?

    I’d first love to get to know each and everyone of you!

     

    How long have you been a member of the NJ LGBT Chamber of Commerce?

    Since January of 2020!

    Are you a certified LGBT Business Enterprise or are you planning on becoming certified?

    No.

    What do you wish to accomplish (or have you already accomplished) with your membership with the NJ LGBT Chamber of Commerce?

    I will continue serving my LGBT community to ensure individuals and families understand the financial tools available to them.

    We like to offer our members any specials or deals that come from other members!  Do you have any products or services you’d like to exclusively offer or discount for NJ LGBT Chamber Members?

    I will meet with you to understand your goals and compile a complimentary financial plan.

    Where can we find you online or on Social Media?

    www.facebook.com/EJAdvisorLacyPhelps

    https://www.linkedin.com/in/lacy-phelps-crpc%C2%AE-6582b113/

     

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