Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Awards & recognition

  • Lombardi and Associates, Forbes Best-in-State Wealth Management Teams, 2025
  • Lombardi and Associates, Ameriprise Client Experience Award, 2023
  • Joseph P Lombardi, Forbes Best-in-State Wealth Advisors, 2024

Community participation

August 9, 2019 Quarterly Volunteer Day
August 9, 2019 Quarterly Volunteer Day

Honored to be recognized in Forbes

All of us at Lombardi and Associates are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Our photos

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