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.
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.
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.
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.
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!
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.