Lang Financial Group

EST. AUM
$100,000,000

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Firm Details

Metro area Cincinnati
CRD Number
Website langinvestments.com
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Overview

Lang Financial Group, Inc. (LFG) is an independent, fiduciary financial planning and investment advisory firm headquartered in Cincinnati, Ohio, serving individuals, families, and employer organizations since 1958 — making it one of the longest-established independent advisory firms in the greater Cincinnati area. The firm delivers securities through Valmark Securities, Inc. (FINRA/SIPC member, CRD: 31243) and investment advisory services through Valmark Advisers, Inc. (SEC-registered IA, CRD: 108050), while operating as a legally separate entity. Lang Financial Group provides two primary service tracks: Employer Financial Services (qualified retirement plans such as 401(k), executive benefits, and business succession planning) and Personal Financial Services (financial advisory, investment management, retirement income planning, and insurance). With over 65 years of experience, a current client base including more than 1,000 companies throughout the Midwest, and multiple relationships spanning 30+ years, the firm is guided by a fiduciary commitment to always act in clients' best interests. Led by President Steve McAbee, AIF®, the team of six financial professionals brings deep expertise in retirement plan management, financial planning, compliance, and insurance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lang Financial Group

Platform Details

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