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Landing Point Financial Group

Updated today

Client AUM

$381,127,768

Clients

742

Advisors

6

of 28 employees

About

Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm manages client portfolios on a discretionary basis and also offers implementation support such as recommendations of External Managers, use of third‑party platforms for retirement-plan participant accounts, and access to fee‑based insurance products.

The firm’s investment process is client‑centered and begins with a comprehensive fact‑finding and planning exercise to determine goals, risk tolerance, tax considerations, and liquidity needs; Landing Point primarily employs fundamental analysis and generally pursues long‑term strategies while retaining the flexibility to make shorter‑term trades as conditions or client objectives warrant. Portfolios typically include mutual funds and ETFs but may also incorporate individual equities, bonds, REITs, annuities, and private investment vehicles when appropriate, and the firm monitors accounts at least quarterly with periodic formal reviews.

Landing Point is notable among similar team firms for disclosing that certain supervised persons are Certified Public Accountants who provide tax preparation and planning services to clients for separate fees, a relationship the brochure discusses as a potential conflict and requires separate engagement agreements. The brochure also highlights the firm’s explicit disclosures about custodial relationships (including a recent addition of Charles Schwab as a recommended custodian) and indicates the use of third‑party evaluations in its materials, along with receipt of custodial platform services such as research and reporting technology.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning

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Fee options

Fixed

Fixed fee for financial planning services, up to $50,000 depending on complexity

Other

Fee-only: Fixed fees for financial planning services up to $50,000 depending on complexity; annual advisory fees as a negotiated percentage of assets under management up to a maximum of 1.8%

Main office

36901 American Way, Suite 7

Avon OH 44011

Advisors at this office

6

Most active in

Florida · Kentucky · Louisiana · Michigan · Minnesota · Ohio · Pennsylvania · South Carolina · Texas

Also doing business as

Dcs Investment Advisory Services, LLC · Landing Point Financial Group · Landing Point Financial Group, LLC · Lpfg, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William F

Series 63, Series 65

Avon, OH

Landing Point Financial Group

William Ferber is a financial advisor at Landing Point Financial Group with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including True Wealth Design, Strategic Investment Solutions, Purshe, Kaplan, Sterling Investments, Stratos Wealth Partners, and LPL Financial. Ferber also works as an insurance agent, integrating insurance products into his practice. Landing Point Financial Group is a team of six advisors providing personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on long-term strategies while retaining flexibility for shorter-term trades, with portfolios commonly including mutual funds, ETFs, and other instruments.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning
user avatar

Casey D

Series 65

Avon, OH

Landing Point Financial Group

Casey Davis is a financial advisor at Landing Point Financial Group with two years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2021. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm applies a client-tailored process using fundamental analysis and a long-term investment orientation, supported by third-party research and external managers.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning
user avatar

Garrett B

Series 66

Avon, OH

Landing Point Financial Group

Garrett Bourbina is a financial advisor at Landing Point Financial Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for five years before joining Landing Point in 2021. He serves as a volunteer member of the finance committee for Cornerstone in Elyria, OH. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process, primarily using fundamental analysis and long-term strategies, with portfolios that may include mutual funds, ETFs, individual equities, bonds, and other investment vehicles.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning
user avatar

Brian M

Avon, OH

Landing Point Financial Group

Brian Morgan is a financial advisor with Landing Point Financial Group in Elyria, Ohio, holding 25 years of industry experience. He has been with Landing Point Financial Group since 2025 and concurrently associated with APEX Investment Management, LLC since 2000. Landing Point Financial Group offers personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process that incorporates fundamental analysis and a long-term investment orientation, utilizing third-party research and external managers as part of its portfolio management approach.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning
user avatar

Joey F

CFP®, Series 63

Avon, OH

Landing Point Financial Group

Joey Flinner is a CFP® professional with 29 years of experience in financial services. He has worked at Landing Point Financial Group since 2021 and previously spent 24 years at Ameriprise Financial Services, Inc. Flinner is involved in community activities, serving on the advisory committee for Providence Church’s foundation funds. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on long-term strategies, utilizing a range of investment vehicles while conducting regular portfolio reviews.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning
user avatar

Susan V

Series 66

Avon, OH

Landing Point Financial Group

Susan Vasu is a financial advisor at Landing Point Financial Group with 16 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining Landing Point in 2021. Outside of her advisory role, she is involved in fiduciary activities such as serving as an attorney-in-fact, trustee, or personal representative. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process focused on fundamental analysis and a generally long-term investment orientation, utilizing third-party research and external managers as part of its approach.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning
View complete list of advisors at this firm
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