Welcome to the Home of The Langtree Group!

We provide Fee-Only Financial Planning Services and Investment Advice to clients from all walks of life.  Our website has been revised to enable us to provide you with a better planning and ongoing support experience!

Our Services

Our mission is simple:  To assist you in making intelligent financial decisions.

 

Our focus is singular:  To help you identify and achieve your key financial objectives.

 

We have no income or net worth minimums.  Clients enjoy the flexibility to engage us on a project or retainer basis.  We can prepare a complete financial plan, provide ongoing planning and investment advice or focus on just those issues that concern you, such as budgeting or education planning.

 

As Fee Only planners, we avoid conflicts of interest by working solely for you.  We receive no compensation from third parties such as mutual funds or insurance companies, and we do not sell any financial products.  Less than 1% of financial planning firms are structured this way.

 

 

Want to know more about our Services? Get detailed information here.



Our Team

Learn more about Our Team and meet our dedicated staff members. We're looking forward to serving you.