A complete list of active advisors currently associated with Landing Point Financial Group

Warmer can help you find a great advisor at Landing Point Financial Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at Landing Point Financial Group, 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.