Financial Services Designed for Your Future

Our Services

Asset Management

Smart, Personalized Investment Strategies

Managing wealth isn’t just about picking investments—it’s about aligning your portfolio with your long-term financial objectives. We take a strategic, research-driven approach to asset management, helping you grow and protect your wealth while balancing risk and opportunity.

✔️ Aligned with Your Goals – Every portfolio is designed with your financial aspirations in mind.
✔️ Actively Monitored & Adjusted – We continually review and refine your strategy as market conditions and your needs evolve.
✔️ Transparent & Cost-Effective – You’ll always know what you’re invested in and why, with no hidden fees or surprises.

Estate Planning

Protect Your Legacy & Ensure Your Wishes Are Honored

Estate planning isn’t just about finances—it’s about peace of mind. We help you create a plan that ensures your assets are distributed according to your wishes while minimizing taxes and avoiding unnecessary complications.

✔️ Protect Your Loved Ones – Ensure your assets are passed on according to your wishes.
✔️ Minimize Taxes & Legal Hurdles – Reduce unnecessary costs and delays.
✔️ Plan for the Unexpected – Have the right documents in place for financial and healthcare decisions.

Retirement Income Planning

Secure a Confident Retirement with a Tailored Strategy

A successful retirement isn’t just about saving—it’s about creating a plan for financial stability throughout your retirement years. We follow the CFP Board of Standards financial planning workflow, guiding you through every step of the process.

✔️ Understand Your Retirement Goals – We take the time to learn what’s most important to you.
✔️ Build a Personalized Plan – We analyze your financial situation and develop a sustainable income strategy.
✔️ Implement Smart Strategies – We utilize financial products and investment vehicles suited to your retirement needs, always keeping you informed on costs, benefits, protections, and risks.
✔️ Ongoing Monitoring & Adjustments – A solid plan isn’t “set it and forget it.” We maintain regular check-ins to ensure your retirement plan stays on track, adjusting as needed.

“My account transition to Rick was seamless. He clearly outlined the process, set expectations, and stays grounded in every decision. He listens but also keeps safeguards in place to avoid reactive moves, staying focused on long-term growth. Courteous and always available, he now advises my entire family.”

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

FAQs

  • I am licensed to do both commission-based and fee-based financial planning. By utilizing multiple platforms with no proprietary products, I provide a truly unbiased approach. If your goal is a long-term buy-and-hold strategy, a one-time commission may be the most cost-effective option. If you require ongoing oversight, customized solutions, or active management, a fee-based structure may be more appropriate. Regardless of compensation, I am forthright on fee structure and can demonstrate which solution would be in your best interest or be the lowest cost option. This is all discussed and determined BEFORE an account is opened.

  • Yes, we require a minimum of $100,000 in invested assets to engage with Landis Wealth Advisors.

  • We follow the CFP Board of Standards approach, which includes:

    1. Establishing the relationship – Understanding your goals and defining how we’ll work together.

    2. Gathering data – Conducting a discovery process to assess your financial situation.

    3. Analyzing data – Evaluating your financial picture to identify strengths and gaps.

    4. Developing a plan – Creating a tailored strategy to help you achieve your goals.

    5. Implementing the plan – Putting recommendations into action.

    6. Monitoring the plan – Regularly reviewing and adjusting as needed.

  • Ultimately, a financial advisor will help you uncover needs and desires financially and help develop steps to have you meet or exceed those goals. A lot like a doctor, sometimes it is prescribing actions that will make you more financially literate or healthy, and sometimes it requires a procedure and expertise to remedy issues. 

Your Future, Your Plan—We’re Here to Guide You

At Landis Wealth Advisors, we believe financial planning should be clear, collaborative, and stress-free. No pressure, no confusing jargon—just expert guidance to help you feel confident about your financial future.

Schedule a Consultation to start the conversation today.