Stifel | Daniel Long

At Long Wealth Advisory Group, we've been dedicated to helping families and businesses grow their wealth for over a century. Our team of experienced financial advisors, led by Dan Long, Senior Vice President/Investments and Branch Manager, are committed to providing personalized guidance and support to help you achieve your financial goals.

Our Firm

As a leading wealth management firm, we leverage our extensive experience and expertise to deliver tailored solutions that meet the unique needs of each client. Our team draws from their combined decades of experience in the financial services industry, with a focus on building long-lasting relationships with our clients. We believe that a deep understanding of each client's individual goals, risk tolerance, and time horizon is crucial to creating a personalized wealth management plan that aligns with their financial aspirations.

Our Services

As a full-service wealth management firm, we offer a comprehensive range of services designed to help you manage your financial well-being and achieve your long-term goals. Our services include:

• Investment Management: We utilize a disciplined approach to investment management, combining market analysis and strategic planning to help you achieve your financial objectives.
• Retirement Planning: Our team works closely with clients to develop customized retirement plans, helping you to create a sustainable income stream and secure your financial future.
• Estate Planning: We provide expert guidance on estate planning, helping you to protect your assets and ensure the smooth transition of your wealth to future generations.
• Insurance and Risk Management: Our team assesses your risk tolerance and develops a customized insurance strategy to help you manage financial uncertainty and protect your assets.

Our Team

Our team is dedicated to providing exceptional service and expertise to our clients. With over 30 years of combined experience, our team has the knowledge and expertise to help you achieve your financial goals. We pride ourselves on our collaborative approach, working closely with clients to understand their unique needs and develop tailored solutions to meet those needs.

About Dan Long

As the founder and leader of Long Wealth Advisory Group, Dan Long brings over three decades of experience in wealth management and investment services. Dan is a seasoned professional with a deep understanding of the financial services industry. With a strong focus on building long-lasting relationships with his clients, Dan is committed to providing personalized guidance and support to help you achieve your financial goals.

Stifel

Long Wealth Advisory Group is part of Stifel, Nicolaus & Company, Incorporated, a leading wealth management firm. With over 130 years of experience, Stifel is among the largest full-service investment firms in the United States, employing over 2,300 financial advisors. Our affiliation with Stifel allows us to leverage the firm's extensive resources, expertise, and global network to deliver exceptional service and results to our clients.

Get in Touch

We invite you to learn more about our firm and services. We offer complimentary consultations to discuss your unique financial goals and provide personalized guidance tailored to your needs. Please contact us today to schedule an appointment with Dan Long or one of our other experienced financial advisors.