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 growth.
Your Interests Come First
As a registered investment adviser and fiduciary, we have a legal and ethical obligation to act in your best interest. No exceptions.
Aligned with You
As a fee-only firm, we are compensated solely by our clients. We receive no commissions or payments for selling financial products. That means our advice is objective, transparent, and aligned with your goals.
A True Financial Partnership
We believe financial planning is a collaborative journey, not a transaction. By intentionally working with a select number of clients, we provide the deep engagement and personalized experience you deserve.
Meet Greg Legorreta
Founder and Principal
After nearly a decade in strategic roles at places like Netflix and Warner Bros. Discovery, Greg saw a problem. His talented friends and colleagues in creative and tech fields had unique financial lives, with things like equity compensation, variable income, and nonlinear careers, but their financial advisors didn't always get it.
He founded Loam Advisory to be the financial partner he wished he and his colleagues had. Greg combines his real-world industry insight with the expertise of a Columbia MBA 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.