A complete list of active advisors currently associated with Lander & Associates Inc

Warmer can help you find a great advisor at Lander & Associates Inc or one who fits your needs even better.

Lander & Associates, Inc. is an SEC-registered, fee-only independent advisory firm led by a sole advisor and CFP who provides investment supervisory services, financial planning, and related consulting to individuals, high-net-worth clients and pension/profit-sharing plans. The firm offers ongoing asset management and planning services and, as is common among independents, typically charges fees based on a percentage of assets under management. The firm manages client portfolios on a discretionary basis and emphasizes strategic asset allocation and global diversification tailored to each client’s stated objectives and risk tolerance, with account reviews at least annually. Custody and trade execution are handled through institutional custody arrangements (Schwab is the primary custodian), and the advisor may engage other professionals or custodians when appropriate. A distinctive practice noted in the brochure is that the firm’s principal also performs tax preparation services for advisory clients and Lander is directly compensated for those services, an arrangement that is uncommon among peer independent firms. The firm also manages a relatively concentrated client base — roughly $180 million in assets for 48 clients — and is overseen by the sole owner who serves as Chief Compliance Officer and maintains CFP certification, reflecting a long operating history and tightly focused adviser-client relationships.

To learn more about the advisors currently working at Lander & Associates Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Hilary Carroll	Oak Hill, VA	35

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