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Randy L
CFP®, Series 63
Wilmington, NC
Long Family Office
Randy Long is a CFP® credentialed financial advisor with 29 years of industry experience, currently serving at Long Family Office. He has managed Long Family Office since 1997 and also leads Long Business Advisors, a consulting firm focused on exit planning for business owners. Outside of advisory work, he is a director of Electronic Lab Logs, Inc., a software company for laboratory maintenance and quality control documentation. Long Family Office provides investment advisory services to individuals, trusts, corporations, and retirement plans, managing both discretionary and nondiscretionary accounts with approximately $51 million in assets under management. The firm employs a combination of modern portfolio theory, fundamental, technical, and cyclical analysis to deliver personalized portfolio management, including insurance product offerings uncommon among firms of its size.
Ellen L
CFP®, Series 65
Wilmington, NC
Long Family Office
Ellen Long is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Long Family Office. She has worked at Long Family Office since 2013, and also owns and manages Paktolos LLC, a business consulting firm. Long Family Office provides investment advisory services to individuals, trusts, corporations, and pension and profit-sharing plans, managing approximately $51 million in assets. The firm combines modern portfolio theory with fundamental, technical, and cyclical analysis to deliver individualized portfolio management and includes insurance products within its advisory scope.
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