Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Matthew T
Series 63, Series 65
Ambler, PA
Lansing Street Advisors
Matthew Topley is a financial advisor with Lansing Street Advisors in Ambler, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Fortis Advisors LLC for six years before joining Lansing Street Advisors in 2020. Topley serves as a board member and advisor for Moneyclip Inc., a company that develops technology enabling advisors to record and share client presentations. Lansing Street Advisors provides discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm primarily constructs portfolios using exchange-traded funds and incorporates a long-term investment approach based on fundamental analysis, while also offering access to private equity and real estate funds.
Michael T
CFP®, Series 63, Series 65
Ambler, PA
Lansing Street Advisors
Michael Topley is a CFP® professional with 13 years of industry experience, currently serving at Lansing Street Advisors since 2020. He has also been involved with Edge Financial Wellness and Purshe Kaplan Sterling Investments, Inc. since 2018. Outside of his advisory roles, he is the founder and CEO of Moneyclip Inc., a platform that allows advisors to record and share client-friendly financial plan explanations. Lansing Street Advisors provides discretionary and non-discretionary wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm primarily uses exchange-traded funds in constructing portfolios and integrates financial planning with a long-term investment approach based on fundamental analysis.
Megan K
Series 66
Ambler, PA
Lansing Street Advisors
Megan Keenan is a financial advisor at Lansing Street Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets and Janney Montgomery Scott. Lansing Street Advisors is a team of six advisors providing discretionary and non-discretionary wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis, utilizing exchange-traded funds alongside mutual funds, individual equities, fixed income, and independent manager allocations.
Stephen T
Series 65
Ambler, PA
Lansing Street Advisors
Stephen Topley is a financial advisor at Lansing Street Advisors with a Series 65 designation and two years of industry experience. He is also the owner of ST Accounting LLC, where he provides bookkeeping and accounting services as an independent contractor. Prior to joining Lansing Street Advisors, he worked at Centri Business Consulting, AmerisourceBergen, and Ernst & Young. Lansing Street Advisors is a team of six advisors that offers discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm primarily uses exchange-traded funds in portfolio construction and employs a long-term investment approach based on fundamental analysis, integrating financial planning and occasionally recommending third-party managers and pooled investment vehicles.
Michael H
CFA®, Series 63, Series 65
Ambler, PA
Lansing Street Advisors
Michael Horwath Jr. is a CFA® charterholder with 14 years of experience in financial advisory roles. He has worked at Lansing Street Advisors since 2026 and previously held positions at Diversified Enterprises, LLC and Securities Service Network, LLC. He is based in Ambler, PA and holds Series 63 and Series 65 licenses. Lansing Street Advisors is a team-based firm that provides discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis and constructs portfolios primarily using exchange-traded funds, with additional allocations to mutual funds, equities, fixed income, and independent managers as appropriate.
Patrick G
Series 66
Ambler, PA
Lansing Street Advisors
Patrick Greenhalgh is a financial advisor at Lansing Street Advisors with nine years of industry experience. He holds the Series 66 designation. His prior work includes positions at RBC Capital Markets and Merrill, among others. Outside of finance, he worked for Deckpro Powerwash Company for a year. Lansing Street Advisors is a team-based firm serving individuals, high-net-worth clients, trusts, and estates with discretionary and non-discretionary wealth management, portfolio management, and financial planning. The firm focuses on long-term, fundamental analysis-driven investing primarily using exchange-traded funds, while also incorporating mutual funds, individual equities, fixed income, and external managers when appropriate.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters