A Wealth Management Firm Built on Trust & Transparency

Our Story

At Landis Wealth Advisors, we believe financial planning should feel like a conversation, not a sales pitch. We founded this firm with a simple mission: to provide expert guidance in a way that’s clear, educational, and pressure-free. We know that financial decisions are deeply personal, and we’re here to help you navigate them with confidence.

Whether you're planning for retirement, growing your wealth, or securing your family's financial future, we aim to create a space where you feel informed and empowered—never rushed. We take the time to listen, understand your goals, and provide straightforward, rational advice that makes sense for your life.

What Sets Us Apart

At Landis Wealth Advisors, we don’t just manage wealth—we build lasting relationships based on trust, education, and a client-first philosophy. Here’s how we do things differently:

  • No Financial Decisions on the Spot

    We believe financial choices shouldn’t be rushed. Just like buying a home or making a career move, investment decisions require careful thought. That’s why we never pressure clients into making financial commitments in our first meeting. We want you to have time to process, do your own research, and feel confident in your choices.

  • There’s No Such Thing as a “Perfect” Investment

    Every financial strategy has its advantages and drawbacks. Our job is to educate you on the pros and cons of each option so you can make well-informed decisions with your eyes wide open. We’ll walk you through the details, ensuring that every step aligns with your goals.

  • We Communicate at Your Level

    Finance isn’t one-size-fits-all, and neither is the way we explain it. Whether you’re a seasoned investor or just starting your financial journey, we tailor our conversations to your level of understanding. Our goal is to make sure you feel comfortable and confident, without the jargon or complexity that can make finance seem overwhelming.

Our Values

Honesty

Integrity is at the core of everything we do. We take ownership of the services we provide, admitting when things don’t go perfectly and always being upfront about the realities of financial planning. Whether it’s good news or a tough conversation, you can count on us to be transparent and provide real-world solutions that keep you on track.

A Client-First Mentality

Our clients are the heart of our business. You trust us to guide and steward your financial future, and we don’t take that responsibility lightly. From our first meeting to every milestone along the way, our focus is always on what’s best for you. Your success is our success, and we’re committed to walking with you every step of the way.

Meet Rick Landis

Rick Landis began his career in the financial industry on June 10, 1996, while attending Arizona State University. Starting in the customer service division of a large bank’s credit card department, he worked his way through ASU—where he earned a Bachelor's degree in Communication—gaining experience at every level. He later transitioned into the bank’s Premier/Private Banking division as an assistant before becoming a hybrid Premier Banker and licensed securities broker in 2000.

In this role, Rick developed a deep understanding of both immediate banking needs and long-term investment strategies. However, after 9/11, the bank downsized, laying off half of the Premier staff in a single day—including Rick. This unexpected turn became a defining moment in his career. Rather than re-enter the corporate banking world, he chose to build something of his own. In December 2001, Landis Financial Planning Inc. was born.

Over the next six years, Rick grew his practice, working closely with clients to guide them through all aspects of their financial lives. By 2007, it became clear that having a dedicated office space was the next step. With his background in banking, an opportunity arose to partner with a local credit union, serving as their Financial Advisor while continuing to work with his existing clients. For 17 years, Rick led the Financial Services and Wealth Management department, helping individuals and families build financial confidence.

In 2025, Rick launched Landis Wealth Advisors, a firm built on the same principles that have guided his career: trust, education, and a client-first approach. With this new structure, he continues to elevate service standards and execute financial strategies designed to help clients achieve their long-term goals.

Let’s Talk About Your Financial Future

No pressure, no sales pitch—just a conversation about what matters most to you. Whether you’re looking for guidance on investments, retirement planning, or securing your family’s future, we’re here to help.