Lebanon, OH Office

Lanier Financial Group LLC advises individuals and families as well as corporations (for-profit and nonprofit), trusts, estates and charitable organizations, offering discretionary and non-discretionary portfolio management across taxable, tax‑deferred and tax‑free accounts in addition to comprehensive financial and business planning services. Engagements include management of retirement accounts (401(k), Roth 401(k), SEP IRA, defined benefit plans), IRAs, donor‑advised funds, and planning delivered on an hourly, flat‑fee, or asset‑included basis.

The firm’s investment process blends fundamental, technical and cyclical analysis and implements strategies such as separate managed accounts, dividend-and-income models, and growth models tailored to client goals, risk tolerance, tax status and liquidity needs. Its permitted investment instruments include stocks, bonds, ETFs, currencies, options and warrants, and the brochure discloses use of derivatives in managed accounts and related leverage/counterparty and operational risks (including risks tied to AI/ML used by service providers), with periodic due diligence on vendors.

Noteworthy operational features include that some supervised persons hold insurance licenses and at least one principal works as a Certified Public Accountant in an outside practice, and the firm’s ownership is held through NJH LFG Holdings, LLC. The firm operates with a six‑advisor team managing over $200 million and routinely provides business‑focused planning services (business valuation, sale/transition planning and expert‑witness work), which are less common service emphases among similarly sized advisory teams.