Ronald Lang, Principal
An independent Fee-Only Financial Advisor. He is a Registered Investment Advisor and dedicated to helping clients make intelligent financial investment decisions. His patience and determination ensure that every client is treated with high regard. Offering Estate and Trust planning, along with risk mitigation; Life Insurance and low cost Fixed-Index Annuities to protect investment principal. Mr. Lang believes in individual attention and providing the best and most accurate advice possible. He also is an advocate of “Active Portfolio Management” and is a student of the markets by monitoring economic and business trends to achieve the best yield possible for your Financial Plan.
In his spare time, Ron enjoys movies, documentaries, sporting events, traveling, dining and coaching baseball.
Ron Lang is available for speaking events and has been CPE, HRCI and SHRM certified for CE (Continuing Education) credits. Inquire with Ron about different 401(k), Compensation, Wealth Management, Financial Planning and Life and Motivational topics he can speak in front of audiences. Typically, speaking events are 1 – 2 hours in length depending on the topic(s) and audience.
Allen Lang: Senior Portfolio Manager
He has over 50 years of experience in the brokerage business, both as an Executive Director – Investments, working with individual clients in developing their portfolios and a Branch Manager of various offices. His expertise is in portfolio management, analysis of income-related securities and asset diversification.
He was, for five years, Vice-Chairman of the Board of Governors of the Philadelphia Stock Exchange, Chairman of the Securities and Option Committee, a member of the Executive Committee and a Trustee for the Exchange’s Pension Fund.
He has served as an Arbitrator for FINRA for over 25 years. His strength is in working with clients to develop investment plans based on clients’ needs and expectations.