Rooted in Your Values
We believe your finances should serve as a foundation for growth. Our name was inspired by loam—the rich, fertile soil that combines the ideal elements for life to flourish. The financial foundation we build with you should be your own personal loam: stable, nourishing, and designed to support your ambitions.
To make this possible, our advisory practice is built on three unwavering principles:
We Are a Fiduciary, Always
As a registered investment adviser, we have a legal and ethical obligation to act in your best interest. No exceptions.
We Are Fee-Only
We are compensated solely by you, our client. We receive no commissions or payments for selling financial products. That means our advice is objective, transparent, and fully aligned with your goals.
We Believe in a High-Touch Partnership
Financial planning is a collaborative process, not a one-time transaction. We provide a personalized, white-glove experience by intentionally working with a select number of clients. This allows us to offer deep engagement and quarterly touchpoints to keep your plan relevant and resilient.
Our Founder
Greg Legorreta
Founder & Principal
Greg founded Loam Advisory to serve the unique financial needs of Los Angeles' creative and technical professionals. After a decade in strategic roles at companies like Netflix and Warner Bros. Discovery, he saw firsthand how colleagues with equity compensation, variable income, and nonlinear career paths needed a financial partner who truly understood their world.
Greg combines the analytical rigor of a Columbia MBA with real-world industry insight to help clients use their wealth as a tool—to support their families, pursue their passions, and live with purpose.
Let's Start the Conversation
The first step is a complimentary, no-obligation conversation to understand your needs and see if we are the right fit to help you achieve your goals. As a fee-only firm, our advice is always objective and centered on you.