"It’s not about how hard the wind is blowing but the direction of your sails."
Do you know how to set up your financial goals for success?
Keeping Up with the Joneses
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
We Offer Financial Institutions Strength, Stability, and Scale
We are located at three Credit Unions that rely on the support and resources of Landis Investment Advisors to offer Credit Union members in-house investment, financial planning, and wealth management services.
Landis Investment Advisors has developed and refined a process, from years of experience working with both individuals and institutional investors, which guides our financial planning and investment recommendations. There is no cookie cutter approach to financial planning. In order to have the best chance at achieving your goals you need to work with an independent financial professional that will take the time to understand your particular situation. Your goals, your dreams, your ideal future. We believe in developing sound financial plans based on each client’s unique situation.
The beauty of our process is that it ensures we never lose sight of two essential elements to pursuing financial independence. These two elements are what matters and what you can control. We take the time to understand what matters to you and then discuss how this intersects with what you can control. Based on this foundational understanding we build a plan that is specifically tailored to your needs.