Trusted Financial Planning with over 40 years of COMBINED experience.

Lobdell Investments & Wealth Management
831 E 2nd Street #202
Benicia, CA 94510
(707) 745-3939
mlobdell@1stallied.com | slane@1stallied.com

Mark - CA Insurance Lic. #0A29264
Simone - CA Insurance Lic. #4027509

Lobdell Investments & Wealth Management is an independent investment advisory firm with offices in Benicia, CA. We provide comprehensive wealth management, financial planning, and retirement planning services.

Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA / SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser. Check the background of this investment professional on FINRA’s BrokerCheck.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from.

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Lobdell & Lane Wealth Management

Trusted Financial Planning with over 40 years of COMBINED experience.