Our Mission

Elevating the standard for financial advisory services by applying deep capital markets expertise, rigorous analysis and institutional risk management techniques. Delivering sophisticated financial solutions rooted in an unwavering client-first experience while mitigating conflicts of interest.

Independence 

Aiming to provide best-in-class service, sophisticated investment and risk management strategies without being limited by conflicts of interest

Differentiated Experience

Delivering a combined 45 years of Institutional Investment and Risk Management expertise to wealthy families who are often underserved by typical advisory platforms

Competitive Fees

Full-service fee structure delivers Lakewood Financial Group’s custom financial planning, tax-optimization, and diversified portfolio allocation platform

Our Team

Jon Kline

Managing Partner, Advisory

Carnegie Mellon University, BS, Finance
Over 20 years experience in Financial Services

  • JP Morgan Chase & Co: Executive Director, Cross Asset Institutional Derivatives – 16 years
  • Northeast Financial Group: Investment Strategy, Business Development, Advisory – 4 years
  • Jon lives in Northeast Pennsylvania with his wife Samantha and their twin boys Max and Sid (7). Jon serves as President and Coach of his local youth football organization. Jon also volunteers for the local youth wrestling and baseball organizations. Jon embraces the philosophy of “small town, big impact,” where he hopes his energy and dedication can truly make a difference in his community.

Panos Grivakis

Managing Partner, Advisory

Michigan State University, BS, Finance
Over 10 years experience in Financial Services

  • JP Morgan Chase & Co: Executive Director, Cross Asset Institutional Derivatives – 10 years
  • Northeast Financial Group: Investment Advisor – 1 year
  • Panos lives in Newport Beach, CA with his wife Rena and their two daughters, Myra (9) and Iyla (7), who play competitive soccer for SoCal Blues. He plays in adult leagues when time permits and volunteers as a youth soccer coach, holding training sessions in his local community. His favorite travel destination is Japan, where his wife is from, for what he considers the world’s best food.

Alex Lippitt

Managing Partner, Portfolio Management

Colorado College, BS, Economics   |   University of Chicago, MS, Financial Mathematics
Over 15 years experience in Financial Services

  • Allstate Investments, Transamerica: Multi-Asset Derivatives Trading – 12 years
  • Northeast Financial Group: Portfolio Manager, Investment Strategy – 4 years
  • Alex lives in Evanston, IL with his wife Melissa and their two daughters, Alice (8) and Pearl (5). Alex enjoys playing “princesses”, “doggy”, and many other ‘make believe’ games with his daughters and being active in their local synagogue community. When there is time, he enjoys sailing on Lake Michigan as he advances through the American Sailing Association (ASA) courses.