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Pittsburgh, PA Office

Team
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Lange Financial Group, LLC logo

Lange Financial Group, LLC

Team

Firm-wide stats for Lange Financial Group, LLC

Total advisors

5

Across 2 offices

Clients per advisor

92 High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Lange Financial Group, LLC provides financial planning and consulting to individuals, trusts, estates, and charitable organizations, and supplements those services with a monthly newsletter and periodic educational seminars. The firm also distributes informational products and offers general financial education that is not tailored as individualized investment advice.

Lange operates primarily as a solicitor/promoter: it refers clients to independent, third‑party investment managers for implementation and does not engage in direct portfolio management, custody, or discretionary trading on client accounts. Instead of charging percentage‑of‑AUM advisory fees, clients receive disclosure documents from both LFG and the independent managers that describe the implementation and compensation arrangements.

Notably, the firm maintains affiliated business entities across accounting, legal, and insurance services and discloses these relationships as potential conflicts of interest; several of its supervised persons hold CPA and CFP® credentials. The managing member is licensed as both an attorney and a CPA and the firm emphasizes referrals to affiliated and independent professionals rather than providing those services in‑house.

Based on Lange Financial Group, LLC

Expertise

General tax planning General estate planning guidance

Based on Lange Financial Group, LLC

Occupation focus

Founder/Business Owner

Based on Lange Financial Group, LLC

Location

2200 Murray Avenue

Pittsburgh PA 15217

Advisors at this office

4

Advisors at this office

user avatar

Dominic B

Pittsburgh, PA

Lange Financial Group, LLC

Dominic Bonaccorsi is a financial advisor with Lange Financial Group, LLC in Pittsburgh, PA, holding four years of industry experience. He previously worked at R.D. Hoag and Associates for five years before joining Lange Financial Group in 2020. Outside of his advisory role, he operates Bonaccorsi Tax and Accounting Service, a tax preparation business. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing financial planning and consulting services, along with educational programming such as seminars and a monthly newsletter. The firm refers clients to independent investment managers rather than managing portfolios directly, and is noted for its affiliated professional practices and credentialed staff.

General tax planning General estate planning guidance Founder/Business Owner
user avatar

Jennifer H

CFP®

Pittsburgh, PA

Lange Financial Group, LLC

Jennifer Hall is a CFP® professional with five years of industry experience. She is currently with Lange Financial Group, LLC, where she has worked since 2021. In addition to her advisory role, she owns Pittsburgh CPA Services, PLLC, where she prepares individual tax returns seasonally for family and friends. Lange Financial Group, LLC provides financial planning and consulting to individuals, trusts, estates, and charitable organizations, supplemented by educational newsletters and seminars. The firm primarily acts as a solicitor, referring clients to independent investment managers rather than managing portfolios directly.

General tax planning General estate planning guidance Founder/Business Owner
user avatar

James L

Pittsburgh, PA

Lange Financial Group, LLC

James Lange is the managing member of Lange Financial Group, LLC in Pittsburgh, PA, with 23 years of industry experience. He is also the owner of a CPA firm, a law firm, and a life and health insurance company. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing financial planning, consulting services, and educational programming such as seminars and a monthly newsletter. The firm refers clients to independent investment managers rather than managing portfolios directly, operating without investment discretion or custody.

General tax planning General estate planning guidance Founder/Business Owner
user avatar

Michael L

Pittsburgh, PA

Lange Financial Group, LLC

Michael Long is an advisor at Lange Financial Group, LLC in Pittsburgh, PA, with a background that includes roles at the Department of Treasury’s Internal Revenue Service and MassMutual. He has over two decades of experience, including 24 years at Federated Hermes. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing financial planning and consulting services along with educational programming such as seminars and a monthly newsletter. The firm refers clients to independent investment managers rather than managing assets directly and emphasizes public financial education and professional credentials among its staff.

General tax planning General estate planning guidance Founder/Business Owner
View complete list of advisors at this office
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