Lange Financial Group, LLC

Overview

Lange Financial Group, LLC is a privately held limited liability company owned by an individual and positioned as a capital allocator that supports client financial planning and adviser selection. Its advisory services include comprehensive financial planning, selecting outside advisers, producing newsletters/periodicals, and running educational seminars and workshops. The firm reports a fee structure categorized as "other" rather than a simple percentage- or commission-based label. It does not identify itself as an active ESG investor. The firm maintains professional relationships with accountants, law firms, and insurance companies, which suggests a collaborative approach to client work and access to ancillary services such as tax, legal and insurance planning.

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Investments & Alternatives

Location & Offices