With Life's Chaos

chaos

We Bring Order

order

So You Can Relax

relax

 

CFP

 

What sets us apart? Our team of Certified Financial Planners™ are held to the fiduciary standard of care and serve in the best interest of the client. They have fulfilled the requirements necessary to obtain the designation of Certified Financial Planners™ and have met the high standards of competency, ethics, and experience established and enforced by the CFP Board.

 

Our areas of expertise include in-depth financial and tax planning, investment consulting and retirement plan services. We work with families, small businesses and institutions to create, manage, preserve and distribute wealth.

 

Meet the Team

Learn About Our Team

Tom Jr

Thomas A. Lane, Jr.

FOUNDING PARTNER, CHFC, CFP™

Andy

Andrew C. Hipple

PARTNER , CFP®

Tom III

Thomas A. Lane, III

Senior Financial Advisor