Fessler & Langdon

At Fessler & Langdon, we understand that planning for your financial future can feel overwhelming. With over 30 years of experience, we provide personalized solutions to help you achieve your dreams and accomplish your financial goals. No matter where you are in life, we are committed to identifying your aspirations and offering the financial tools you need to make them a reality.

Financial Planning & Investment Strategies

• Comprehensive financial planning that aligns with your unique goals and aspirations.
• Development of personalized investment plans based on your risk tolerance, goals, and time horizon.
• Ongoing portfolio management and review to ensure your plan remains effective over time.

Retirement Planning

• Customized plans for saving, investing, and distributing your retirement assets.
• Guidance on maximizing your contributions to retirement accounts like 401k plans and IRAs.
• Strategies to ensure a comfortable and secure retirement.

Wealth Management & Estate Planning

• Comprehensive wealth management strategies to maximize your investments and protect your assets.
• Development of an estate plan that aligns with your financial goals and values.
• Guidance on insurance coverage to safeguard your financial security.

Additional Services

• Comprehensive financial analysis and recommendations.
• Retirement planning for small business owners.
• Strategies for safeguarding your finances against market volatility.

Our Team

Our team of experienced and certified financial professionals is dedicated to providing personalized attention and guidance to each client. We believe in building strong relationships based on trust and collaboration. We take the time to understand your unique needs and goals and tailor our strategies to your individual circumstances.

Our Mission

Our mission is to empower you to take control of your financial future and achieve your financial goals. We are committed to providing personalized guidance, timely communication, and transparent reporting every step of the way.

Partnering with LPL Financial

We partner with LPL Financial, a leading independent broker-dealer, to provide our clients with access to a wide range of investment options and resources. LPL Financial's robust platform and resources allow us to tailor your portfolio and monitor your progress regularly.