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Matthew T

Series 63, Series 65

Ambler, PA

Lansing Street Advisors

Matthew Topley is a financial advisor at Lansing Street Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortis Advisors LLC. Topley serves as a board member and advisor for Moneyclip Inc., a company that enables advisors to record and share client-friendly financial plan explanations. Lansing Street Advisors provides discretionary and non-discretionary wealth and portfolio management, as well as financial planning, primarily serving individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach focused on fundamental analysis and offers diversified portfolios using ETFs, mutual funds, equities, fixed income, and independent managers.

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement income strategy
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Michael T

CFP®, Series 63, Series 65

Ambler, PA

Lansing Street Advisors

Michael Topley is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Lansing Street Advisors and has held roles at Edge Financial Wellness, Purshe Kaplan Sterling Investments, Inc., and several other firms. Outside of traditional advisory duties, he is the founder and CEO of Moneyclip Inc, a company that provides a platform for advisors to record and share client presentations. 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 primarily uses exchange-traded funds and integrates financial planning and third-party services into its long-term, fundamentally based investment approach.

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement income strategy
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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.

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement income strategy
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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.

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement income strategy
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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.

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement income strategy
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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.

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement income strategy
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