What sets us apart?
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.
Awesome office. Highly recommend
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.
Always a pleasure working with you as it has been for as many years as I can remember
Everyone is so willing to assist & educate you. They always welcome questions & listen to your concerns. In a time where customer service seems lacking, they go a above & beyond.
This group takes it to the next level with outstanding customer communication and timely, applicable financial advice. True professionals helping people achieve financial success and freedom utilizing state of the art metics and real-world experience. Lane Hipple has a proven track record that continues to help clients maximize assets despite turbulent markets. Highly recommend!
Met with Tom Lane, Jr. & Greg Reading for our first annual “client review” this morning. My wife and I first met with Tom in August of 2023 for our introductory meeting. At that time, I had a retirement date set for September 2023. I believe that a skilled, talented or gifted teacher, instructor, advisor, etc. is someone that can make the complicated not-so-complicated. Tom and his professional staff consistently do just that! I have been retired for a litter over 1 ½ years now. Andrea & I have good reason to have peace with our finances, having such a trustworthy & competent Wealth Management Group!
They listened to our concerns and ideas and advised us on how to get there!
Tom Lane at Lane Hipple is the absolute best. Switching to Lane Hipple was the best decision we’ve made. No matter what the market is doing, I’m not losing sleep anymore. It’s such a relief!
Thanks Tom!!
Our scheduled conference was held long distance. Tom was prepared, thoughtful and made many worthwhile suggestions.
He followed up with charts and documents for our study.
This is typical of his excellent service.
Professional, pleasant and always available when needed. Values-based financial management - makes me feel very secure in advice they give.
Working with Lane Hipple Wealth Management was the best financial decision for our family. Tom Lane, Jr, our advisor, and his awesome team, prepares ahead for our meetings by asking questions about any changes or future financial needs that may have changed.
He reviews our retirement plan and runs scenarios based on changes we might have. The technology programs Lane Hipple has is second to none!
Tom Lane provides sound advice because he understands our needs and our risk tolerance.
We sleep soundly knowing Lane Hipple is managing our finances.
Anne & Clayton Clark
Tom and the entire staff are most helpful to us in our retirement planning. They are knowledgeable and professional and have been of great assistance. We have been working with them for several years.
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!
The associates at Lane Hipple are very personable and knowledgeable. They have helped us with our financial planning for a number of years. We are very happy with the results. We highly recommend Lane Hipple!
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 Cummings
Everyone is very knowledgeable and eager to share their expertise with us. Response time is excellent!!!
Dedicated and trustworthy!
Would highly recommend them!!!
Very professional and very knowledgeable.
Andy spends as much time listening to formulate a personal financial action plan.
He willingly meets regularly to review status and goals. He never makes you feel rushed. I have placed my full trust in this group for over 6 years with no regrets. They have truly taken lots of stress off of me financially. 100% recommend.
My wife and I found the Lane's knowledgable, creative, and responsive. Everything we needed in a financial advisor.
Completely trustworthy and forward thinking financial services company.
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.
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!
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.
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.
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!
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.
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.
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.
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.
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!
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!
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 best
Bill C
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.
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!
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 firm
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.
