We are an independent Registered Investment Advisory firm led by a partnership of Certified Financial Planners™ held to a fiduciary standard and serve in the best interest of you. We provide comprehensive, expert advice and service, in retirement, tax, investment, insurance, college planning, and estate planning to families and businesses.
ExcellentLane Hipple Wealth Management Group5.0★★★★★ Based on 48 reviews fromSee all reviews review us onMax Fisher ★★★★★ My wife and I found the Lane's knowledgable, creative, and responsive. Everything we needed in a financial advisor.Steve Locke ★★★★★ Completely trustworthy and forward thinking financial services company.Michael McLaughlin ★★★★★ I'm proud to say that I've been a client with Lane Hipple - Wealth Management for 25 years. Tom and his colleagues have always made me feel like a valued client and I'd recommend their professional services for anyone seeking financial advice.Mary Catharine Sneider ★★★★★ My husband and I are successful, well-educated professionals, but are sorely lacking in financial literacy. We have been working closely with Andy Hipple at Lane Hipple Wealth Management Group to guide us in achieving our financial goals. With his expertise and knowledge in the areas of saving, investing, wealth management, estate planning we feel we are on a steady upward path toward financial security. Andy is tactful, respectful, knowledgeable, responsive. Highly recommend LH Wealth Management Group!Tarun Kapoor ★★★★★ Excellent group of advisors. Given they are independent from the big financial firms, they give advice on financial options from across multiple vendors, not just a single financial institution. They’ve accelerated our financial targets by years just on this guidance alone.Karina Pursell ★★★★★ Spend 10 minutes with any of these individuals, get years of advice. It’s a family business but they are all extremely accountable and knowledgeable about their field. They can answer everything from a financial standpoint. And if they can’t or need to double check- they will be honest and get back to you in an amazingly prompt fashion. Awesome group of experts in their field.Nick Skog ★★★★★ I aspired to manage my financial planning and investments myself yet after reading books, tracked the markets, and saving I still felt like I was gambling with my future. Andy has given piece of mind that the future I want is in grasp. He immediately gave numerous recommendations on how to optimize my finances and even gave advice on assets like my 401k that isn’t under his management. Every time I speak with Andy or a member of the team I leave the conversation confident in their value to my family’s future. It is obvious that they are working with my best interest in mind and no ulterior motives. I highly recommended them to anyone and have done so with a number of family members and friends who are now clients. I trust them. You will too.Catherine Hipple ★★★★★ I always come away from our meetings at Lane Hipple feeling secure and confident in their management. When I have a question or concern, I always get a prompt response and never feel like I'm asking a bad question. As my husband and I now find our way into retirement, we are grateful for the support and information Andy has given us. He is always clear explaining our choices and helping us make the ones that suit us best. Andy is active and conscientious in managing our portfolio and we are very pleased with the results. I am a very happy client!Jim LaRusso ★★★★★ It has been a real pleasure to work with the Lane Hipple Team since moving my portfolio to them. There is always apprehension when switching your life's savings to a company but my wife and I have been totally satisfied on the results and ease that Lane Hipple has provided.5 STAR RECOMENDATION IN OUR VIEW!Kim Depietro ★★★★★ Very knowledgeable on all the services they offer..My whole family has trusted them for years, and they have helped us all with securing our future. The staff is also so friendly, and helpful when you call. I would recommend them all day.Victoria Mulligan ★★★★★ Lane Hipple is extremely knowledgable in every aspect of wealth management services. They're professionalism, dedication and attentiveness to their clients has been experienced by us and everyone we've recommended. Please do yourself a favor and utilize their services.Joseph Bus ★★★★★ I’ve been looking for a trustworthy investment advisor for quite some time until I’ve talked to Thomas A. Lane, III at Lane Hipple Wealth Management Group. I would recommend Tom to anyone who is interested in re-evaluating an investment portfolio or seeking an advice on a retirement plan. Tom has provided an honest, unbiased, and professional advice. He has invested time and effort to understand our financial situation. Tom has provided an insight into my investment patterns and helped to weather the latest stock market turmoil with helpful recommendations. His reports and analysis provided clear options on our path to achievable retirement goals.Gary & Maggie Jordan ★★★★★ We have been clients of Lane Hipple for nearly 10yrs and can’t say enough good things about the entire team. They have always been there to answer every question patiently and thoroughly. Tom took great care of our Aunt before she passed and continues to do the same for her son. The best compliment we can give is when refer friends and family to Lane Hipple.Jonathan Backlund ★★★★★ Tom and team have been instrumental in helping us plan for our future. Both consultative and responsive, we've been able to continue to adjust our strategies and work to meet both short and long-term goals. They're a great resource that we've shared with both friends and family!James Vendetti ★★★★★ Hands down, the best wealth advisor I’ve put my money with and trusted in, with my long term planning. Many of the benefits of the large shops, with the personal touches of a small shop. Very personalized, quick responses, and they truly care!Samantha Santos ★★★★★ I recently started a new job with a Silicon Valley firm. Lane Hipple has been so helpful with being a great financial advisor and with my recent investments. I would not have known where to start if it wasn't for this fantastic firm guiding me!Bill Conners ★★★★★ Wow!What can I say? Almost 20 years of great service. Thanks for your guidance to a very healthy retirement.We couldn't have done it without you and your firm. You guys are the bestBill CTom F. ★★★★★ I am a recent retiree, and based on my experience.. I researched for about 2 yrs for a financial advisor. After a very long story let's say, I came to Lane Hipple. Tom was one of 5 different advisors I interviewed. He was the only one that left me with a trusting feeling, and all the right credentials. They listen, respect your thoughts, and give you their best advice. Lane Hipple Group has been a pleasure to work with. I do recommend them.Megan Malandro ★★★★★ My husband and I love working with Lane Hipple Wealth Management Group! They have truly made managing all of our assets as easy as possible. Understanding all of the ways I can utilize my finances is generally over my head, so it has been nice having someone take this on for us. Most importantly, Andy Hipple and the team make everything incredibly easy to understand. We leave our calls feeling confident and relieved that our money is in good hands. We have recommended them to several friends and family and will continue to do so!Tom Kearns ★★★★★ We changed financial advisors and moved to Lane & Hipple in 2017. Since that time we could not have been more pleased with their attentiveness to our needs, rebalancing our portfolio, and honestly, allowing a sound night's sleep. They have taken away the worry and stress and our portfolio has consistently out-preformed what we were achieving from the prior 3 years with another larger firm. I'd HIGHLY recommend Lane Hipple as an outstanding wealth management firmRich Miller ★★★★★ I’ve been associated with Lane Hipple for many years . Tom Lane Jr. has been my financial advisor for that entire period . He is trustworthy, caring and extremely innovative and talented. I am now retired and able to live my retirement years without a concern for my financial future . Tom was there for me every step of the way . He is family to me and my wife !!!!virginia loos ★★★★★ My husband and I are long-time clients of this firm; we are happily retired now and feel that their guidance, through good markets and bad, was a key element in bringing us to a financially secure retirement. Even though I do not have a financial services background, I have always been able to understand the recommendations and explanations they provided--they do not hesitate to re-explain and use terms a regular person can understand. One thing I am particularly grateful for....when we had a family medical emergency in a foreign country, we were able to work with them to wire some of our funds to us (we needed cash to get my mother released from the hospital)--our regular bank was not able to do that--but Lane Hipple staff were extraordinarily kind and helpful and saved us an extra trip to the States. They are the best!Peg Neese ★★★★★ Everyone is very knowledgeable and eager to share their expertise with us. Response time is excellent!!!Dedicated and trustworthy!Would highly recommend them!!!Clayton Clark ★★★★★ Tom Lane and his staff are simply the best at what they do. Tom customized our financial plan to insure that we would be able to retire without any worries. Tom created a relationship with us that no other financial planner has done. I would recommend Lane Hipple to anyone who is looking for solid financial planning with a company that truly cares.Jim Cummings ★★★★★ What’s piece of mind worth? That’s what my wife and I found when a friend referred us to Tom Lane, and the team at Lane Hipple Wealth Mgt. As we got closer to retirement there was a lot of mystery for us along with anxiety of not knowing had we done enough, were we making the right decisions. We’d met too many advisors who were all about selling products. Tom took off the cloak of mystery. What’s piece of mind worth? Our retirement savings and nights of good sleep. Jim CummingsMary Donegan ★★★★★ I highly recommend Lane Hipple. Andy Hipple has been our financial advisor, and "life coach" as we call him, for years. He has taken the time to get to know us and our family well and has proven to be very knowledgeable, attentive and thoughtful in his approach. Melissa Rush, their director of client services is great to work with and makes things happen seamlessly.David Petersen ★★★★★ Lane Hipple is an incredible group that truly cares about their clients. Tom Lane is always available to support me on any financial topic. Tom has delivered great results and always has my best interest in mind. He is incredibly knowledgeable, and someone you can absolutely trust. It is a pleasure to work with the entire Lane Hipple team and I truly appreciate their incredible customer service. I value having the peace of mind to know that I am getting trustworthy expert advice and the best guidance available on planning for my financial future. I highly recommend Lane Hipple.Charlie Waddell ★★★★★ I continue to be impressed with the value proposition demonstrated by Lane Hipple. I have continuously referred clients to them and everyone of them comes back completely satisfied. The investment thesis, planning capabilities, and company culture of Lane Hipple is what sets them apart in my opinion.Steven Fletcher ★★★★★ These guys know what they are doing. Don’t hesitate to use you will not regret it!Jessica Miller ★★★★★ Lane Hipple is incredibly knowledgabe, responsive and professional. Andy Hipple always takes the time to go over our accounts with us and help guide us in the best direction for our future, while also considering our needs for today. The entire office is always responsive and friendly. We would highly recommend this company to others who are interested in preparing for their future while managing today!Terry McGuire ★★★★★ I have been a client for almost twenty years. Each and every member of the staff is both friendly and professional. They make me feel I am their only client wirh their personal service. They have even dropped paper work at my home. They have been with me and walked me through some very difficult transitions.I also appreciate their presence in the community. They give back by sponsoring teams and holding food/toy/clothing drives for those less fortunate. I would highly recommend them as they are genuinely kind people who have my best interest at heart . I truly feel my investments are in good hands. I have full confidence that our successes together will continue.Carin Troy ★★★★★ Highly recommend Lane Hipple Wealth Management Group for your investments and retirement planning. We chose to work with Tom Lane after interviewing multiple local firms. Lane Hipple provides a service that is rich in integrity, transparency, professionalism and flexibility as our family changes. We sleep better at night knowing that Lane Hipple is managing our investments.Jeff Farren ★★★★★ My wife and I have received excellent service and great return on investment since moving our money to Lane Hipple. Tom has been incredibly responsive and always explains things in a way that we are able to understand. They are genuinely interested in our financial goals and making sure that we are on the right track. I highly recommend Lane Hipple Wealth Management!Jeremy Ashe ★★★★★ I highly recommend Lane HIPPLE, and specifically Tom Lane, III. Very knowledgeable, responsive, and careful attention to detail.
The Google Reviews shown above were posted by clients and prospective clients that found value in our discussions. There was no cash or non-cash compensation provided in return for these reviews, nor are there any conflicts of interest.
5 key benefits of independent financial advisors
Customized guidance based on your entire financial picture
Independent advisors are not tied to any particular family of funds or investment products. So whether you need help with a tax situation or managing assets at multiple places, independent advisors have the freedom to choose the investment option that’s best for you.
A relationship that’s responsive, attentive, and personal
To offer advice closely aligned with your goals, independent advisors must first build a strong understanding of your situation. As a result, there is a deep focus on building client relationships. And because many of these advisors are entrepreneurs, they hold themselves personally accountable to their clients.
A fee structure that is simple and transparent
Independent advisors typically charge a fee based on a percentage of assets managed. This fee structure is simple, transparent, and easy to understand. It also gives your advisor an incentive to help grow your assets. When you succeed, your advisor succeeds.
A high level of expertise to support your complex financial needs
Independent advisors can help investors address the variety of complex investment needs that arise when you accumulate significant wealth. Some advisors are specialists in certain investment strategies. Others can assist you with comprehensive services, such as estate planning or borrowing, the sale of a business, and intergenerational wealth transfer.
Your money is held by an independent custodian, not the advisor firm
Independent advisors use independent custodians, such as Charles Schwab and others, to hold and safeguard clients’ assets. This provides a reassuring system of checks and balances – your money is not held by the same person who advises you about how to invest it.
What sets us apart?
