the lane hipple team
Be a part of our growing family.
You can trust us to create, manage, preserve,
and distribute your family’s wealth.
Honest, high-quality financial planning and wealth management.
When you join our growing family as a client, you benefit from comprehensive wealth management – tailored to your personal circumstances and goals – provided by experienced CERTIFIED FINANCIAL PLANNERS® who’s interests and objectives are aligned with yours.
Who we serve.
We provide customized, expert advice and services for retirement, investments, tax optimization, and estate planning for families. We also serve businesses with succession planning, creative retirement plan design and consulting, and incentive-based or supplemental compensation plans for executives. Our investment advisory clients include individuals, trusts, charitable organizations, retirement plans, and corporate accounts.
Click on a category below to learn more about how we can serve you:
Family CFO Services
Business Owner Consulting
Estate Planning
Our Clients say it best.
The Google Reviews shown above were posted by clients and prospective clients that found value in our discussions. There was no cash or non-cash compensation provided in return for these reviews, nor are there any conflicts of interest.
5 Key Benefits of
Independent Financial Advisors
Customized guidance based on your entire financial picture
As independent advisors, we are not tied to any particular family of funds or investment products. Whether you need help with a tax situation or managing assets at multiple places, we have the freedom to choose the investment option that’s best for you.
A relationship that’s responsive, attentive, and personal
To offer advice closely aligned with your goals, we must first build a strong understanding of your situation. As a result, we place a deep focus on building client relationships and hold ourselves personally accountable to our clients.
A fee structure that is simple and transparent
As is typical for most independent advisors, we charge a fee based on a percentage of assets managed. This fee structure is simple, transparent, and easy to understand. It also incentivizes us to help grow your assets. When you succeed, we succeed as your advisor.
A high level of expertise to support your complex financial needs
We are equipped to help investors like you address the variety of complex investment needs that arise when you accumulate significant wealth. Some of our advisors are specialists in certain investment strategies. Others can assist you with comprehensive services, such as estate planning or borrowing, the sale of a business, and intergenerational wealth transfer.
Your money is held by an independent custodian, not the advisor firm
We use independent custodians, such as Charles Schwab and others, to hold and safeguard our clients’ assets. This provides a reassuring system of checks and balances – your money is not held by the same person who advises you about how to invest it.