Extraordinary companies are made up of extraordinary people. We seek out people who share our core values of expertise, integrity, commitment to excellence, and a passion for our work. The result is a team of highly skilled professionals that define Litman Gregory.

Litman Gregory’s executive team is responsible for the firm’s business management decisions and for leading the partner group.

Our team offers financial planning, wealth management, and advisory services to individuals, multigenerational families, foundations, and endowments. We partner with our clients to offer strategies, education, and ongoing implementation of a personalized financial plan.

Litman Gregory’s investment research team is focused on asset allocation research, manager due diligence, and portfolio construction. The team is led by chief investment officer Jeremy DeGroot, CFA®.

The Litman Gregory business lines are supported by our dedicated business administration teams, each providing specialized expertise to support the day-to-day operations of the business.