What sets us apart? We are a team of Certified Financial Planners™ that are 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.
After many years as a client of Tom Lane, Jr. and his team at Lane Hipple Wealth Management Group, I thought if was finally time to sit down and help others in the search for a certified financial planning organization. As a previous sales executive in the financial services industry, I was looking for someone with excellent credentials, broad financial knowledge, an extensive network of resources, good listening skills and delivery excellence.The result was Tom Lane, Jr and the LHWealth Mgt Group. Through out our long relationship, he and the team have never given us a moment of concern and consistently exceeded our expectations. This relationship began in helping our elderly parents in establishing their financial program and end of life strategies, as well as establishing educational funding programs for our children and grandchildren. Now retired for 13 years and after 24 years in our home, we decided to relocate. Tom and team rallied to make it happen and provided the confidence needed to assure our future plans are in place.My wife and I highly recommend The LHWealth Mgt. Group. Their guidance and reassurance has been invaluable. Our business relationship has certainly transitioned into a friendship, which translates into Trust. Should have written this earlier.
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.
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.