Our origins began in 1959 as a small, family owned CPA firm dedicated to helping businesses and individuals with all their tax and accounting needs. In 2013, Lang Advisors was launched and formally became a Registered Investment Advisor (RIA). As an RIA, we specialize in investment management and investment planning, estate planning, college planning, insurance planning, and retirement planning.
In the investment advisory industry, clients are often forced to choose between smaller, independent firms and large organizations. Smaller, independent firms offer customized services but often lack the expertise and depth of larger organizations. The large organizations generally have deeper expertise but are unwilling to or unable to effectively create a personal experience for clients (irrespective of claims they make to the contrary). Lang Advisors was founded to offer the best of both worlds: highly personalized services inherent to a small, independent, family owned firm, combined with the know-how of large organizations derived from many years of experience in the industry.
As a parent company Lang Advisors is able to combine the personal experience of a small firm with the expertise and organization of a large company by investing in local Registered Independent Advisors (RIA) that are dedicated to the financial success of their clients and communities. Lang Advisor affiliates are located all across the continental United States. With offices in California, Texas and Kentucky; Lang Advisors is able to offer its services to clients at a much larger capacity. Through Channel Islands Group, Pennington Financial Group, TotalRetirements, and Integrity Capital LLC, Lang Advisors strives to help businesses and individuals achieve their financial goals every day.