Lansdowne Wealth Management, LLC
Lansdowne Wealth Management, LLC

Lansdowne Wealth Management, LLC

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Service type
Sorry this pro can’t do your job, but we know other pros who can.
Introduction: As an independent, fee-only financial advisor, I have no quotas, proprietary products, or sales agendas to meet. I work directly for my clients, in their best interests. As a Registered Investment Advisor, I am required by law to act in a fiduciary capacity for my clients, versus the lower standards required of a brokerage firm employee. Helping clients solve their most pressing financial needs.
Overview

2 employees

14 years in business

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Featured Projects

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FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Yes, we are a fee-only financial planning firm. We provide financial planning services, as well as investment management.

  • What questions should customers think through before talking to professionals about their project?

    The sensational stories you read about financial advisors in the press is not typical of our industry. Unfortunately, you hear about the small subset of advisors that take advantage of clients.