Why choose Landphair Wealth Management LLC?
A CERTIFIED FINANCIAL PLANNER™ has a fiduciary responsibility to always act in each client's best interest. To earn a CFP® certification you are required to pass a comprehensive 10 hour test over the following topics: Investment Planning, Retirement Planning, Estate Planning, Employee Benefits, Income Tax Planning, and Insurance. We are not CPAs like your accountant or Estate Planning attorneys who took the bar, but we know quite a bit on each topic and can help you ask the right questions and work with your CPA, Estate Planning Attorney, Insurance Agent and other professionals to provide you with peace of mind that your team is running smoothly with your best interest at heart at all times. We always have your back.
Landphair Wealth Management LLC is a Fee Only advisory firm. Being a fee only advisor means that our fees are transparent and based on the assets we manage for you. Our business becomes more profitable when you make more money and your assets grow. We inherently always have your best interest at heart and only invest your portfolio in products that we think are going to perform well for you based on your unique goals and appetite for risk/capacity for risk/risk tolderance, out of the universe of available investment options. We do NOT have compensation incentives to use one product for you over another so there are no conflicts of interest and we are always working with your best interest in mind. We don't charge commissions, which are often high, like many brokers do. Our fees are low. Most people don't even realize the layers of hidden fees they are being charged by their broker. If you are curious, please give us a call and we can provide a complimentary portfolio review for you.
Our Mission
Our mission is to help you achieve financial freedom and peace of mind. Everyone has goals and dreams and everyone's goals are unique and journey is different. Our job is to provide you with guidance and partner with you as your trusted advisor to help you achieve your goals and make your dreams a reality. We can help you take control of your finances and create a customized plan based on your unique situation so you feel confident in your future.
“I want to help you achieve financial freedom and peace of mind, like my grandmother. Seeing how my grandmother’s financial advisor changed her life and gave her confidence in her future inspired me to become what I am today. My grandfather died unexpectedly when my grandmother, a school teacher, was only 46 years old. Just like that, her life changed forever. Luckily someone she knew referred her to a financial advisor to provide her with guidance and help her invest the life insurance check she received. Till this day, my grandmother becomes teary eyed when she talks about how grateful she is and thankful to have found an advisor to help her when she needed it the most.
I’ve been helping individuals, couples and families build their future and achieve peace of mind by providing financial advice for over a decade. I want to help you invest your money to grow your nest egg in a prudent manner, and also help you navigate life’s changes and challenges.
Why LWM, because I truly care about my clients and want them to succeed. I will work with you hand in hand to provide support to help you weather the storm.
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