Langan Financial Group
Langan Financial Group is an independent, fee-only financial advisory firm founded in 1985 in Camp Hill, Pennsylvania, serving individuals, families, business owners, and retirement plan sponsors with comprehensive planning and investment management through two offices and a team of 9–11 professionals.
- Company typePrivate
- Founded1985
- HeadquartersCamp Hill, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Langan Financial Group does
Langan Financial Group is a privately held, independent, fee-only financial advisory firm founded in 1985 by Bob Langan in Camp Hill, Pennsylvania. The firm provides comprehensive financial planning, investment management, retirement plan sponsorship, and insurance benchmarking services to individuals, families, business owners, retirement plan sponsors, and nonprofit and institutional clients, with operations extending throughout Pennsylvania and nationally (including clients as far as Hawaii). The firm is delivered through two physical offices — Camp Hill (headquarters) and York (opened August 2023) — supplemented by phone and digital channels, and is supported by a team of 9–11 full-time professionals carrying 100+ years of combined financial services experience. Securities are offered through a broker-dealer relationship with Cambridge Investment Research, Inc. (FINRA/SIPC), and advisory services through Cambridge Investment Research Advisors, Inc.; the firm is a Registered Investment Advisor with no external institutional or private equity ownership.
The firm's core product suite includes individual financial planning (estate, retirement, college, investments, insurance, trusts), business financial planning (portfolio management for endowments, foundations, and business accounts; tax management; executive compensation planning), and specialized retirement plan sponsorship covering 401(k), 403(b), 457(b), 401(a), SIMPLE IRA, SEP IRA, Multiple Employer Plans, and pension plans for schools, businesses, nonprofits, associations, and municipalities. Its open-architecture investment platform enables access to a broad range of investment products without proprietary product restrictions or sales quotas. Supporting the service model are free benchmark comparison tools for retirement plans and insurance, a financial tips blog, weekly newsletter, calculators, and an LFG Videos platform, alongside in-person and virtual financial literacy workshops and speaking engagements delivered for organizations including the Pennsylvania Bar Association and regional Manufacturers' Associations.
Revenue is generated primarily through recurring, AUM-based subscription fees: individual investment management fees range from 0.25% to 1.0% of assets under management (decreasing as AUM grows), while business retirement plan fees range from 0.14% to 0.85%. Additional professional-services revenue comes from fixed insurance services and estate and tax planning consultations. The go-to-market relies on direct sales via personalized in-person and phone consultations alongside a community-led motion centered on educational workshops, webinars, and speaking engagements that generate qualified leads and trust. Family ownership continues with second-generation members Alex Langan (Chief Investment Officer, J.D., CFBS) and Devin Langan (Marketing and Operations), with tenured financial planners Chris McNulty and Ann Marie Taylor (both 20+ years at the firm).
Langan Financial Group firmographics
Firmographics- Name
- Langan Financial Group
- Legal name
- Langan Financial Group, LLC
- Website
- https://langanfinancialgroup.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Langan Financial Group is an independent, fee-only financial advisory firm founded in 1985 in Camp Hill, Pennsylvania, serving individuals, families, business owners, and retirement plan sponsors with comprehensive planning and investment management through two offices and a team of 9–11 professionals.
- Ownership category
- akta.pro rank
Langan Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Pension Funds (525110)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Langan Financial Group is headquartered
LocationHeadquarters
- HQ city
- Camp Hill
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Langan Financial Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Individual Financial Planning & Investment Management: Fee-only investment management services for individuals with AUM-based fees ranging from 0.25% to 1.0%
- Business Retirement Plan Services: Retirement plan management for organizations including 401(k), 403(b), SIMPLE IRA, with fees ranging from 0.14% to 0.85%
- Insurance Services: Fixed insurance services offered through Langan Financial Group
- Estate & Tax Planning Consultation: Financial planning services related to estate planning and overall financial plans
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Individual Investment Management - AUM-based |
| Subscription | Annual | Business Retirement Plan Management - AUM-based |
| Freemium | Pay-as-you-go | Free Initial Consultation and Benchmark |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Langan Financial Group product offering
Product offeringCore offering
Langan Financial Group provides fee-only financial planning, investment management, and retirement plan sponsorship services to individuals, families, business owners, and organizations. Core services include estate planning, retirement planning, college planning, investment portfolio management, insurance benchmarking, and tax management, as well as retirement plan setup, management, and compliance for 401(k), 403(b), 457(b), SIMPLE IRA, SEP IRA, and pension plans. The firm uses an open architecture investment platform free from sales quotas and product-pushing incentives.
Product overview
Langan Financial Group is an independent financial planning firm offering a comprehensive suite of advisory services. Their core offerings include individual financial planning (estate, retirement, college, investments, insurance, trusts), business financial planning (portfolio management, tax management, executive compensation), and retirement plan sponsorship for organizations. They provide free benchmark comparison tools for evaluating retirement plans and insurance. As an educational component, they offer a weekly financial newsletter, blog content, calculators, videos, and in-person/virtual workshops and speaking engagements covering financial literacy topics.
Differentiator
Problem solved
Functional benefit
Products and services
- Individual Financial Planning Services Comprehensive fee-only financial planning for individuals and families covering estate planning, retirement income planning, college planning, investment management, insurance benchmarking, and trusts.
- Business Financial Planning Services Financial planning services for business owners and organizations, including portfolio management for endowments, foundations, and business accounts; tax management; executive compensation (golden handcuffs); and retirement plans.
Companies that use Langan Financial Group
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles4 records
Langan Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Langan Financial Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Cambridge Investment Research, Inc.coreSecurities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Cambridge Investment Research Advisors, Inc. is the affiliated Registered Investment Advisor. Securities offered to residents of AL, AZ, CO, DE, FL, GA, KY, MD, NJ, NM, NY, NC, OH, PA, RI, TX, VA. Cambridge and Langan Financial Group are not affiliated.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Langan Financial Group competitors and assessment
Company assessmentBroad incumbents
- LPL Financial: Largest independent broker-dealer in the U.S. supporting thousands of independent RIAs and financial advisors. Comparable as an infrastructure provider enabling independent advisory practices like Langan to deliver securities and advisory services.
- Commonwealth Financial Network: Independent broker-dealer and RIA support firm serving independent financial advisors with retirement plan practice management tools. Comparable for independent advisor model with similar broker-dealer relationship dependency and retirement plan specialization.
- Fisher Investments: Large independent RIA focused on portfolio management for high-net-worth individuals and institutions. Comparable as an independent fee-only investment manager serving similar individual and institutional client segments.
- Edelman Financial Engines: Large national RIA combining traditional financial planning with automated investment services for individuals and retirement plan participants. Comparable for individual financial planning and retirement plan participant focus at much greater scale.
- Cetera Financial Group: Independent advisor support platform serving independent RIAs and broker-dealer advisors with retirement plan, wealth management, and insurance solutions. Comparable as a hybrid RIA/insurance model with similar service breadth.
- Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive financial planning, investment management, and retirement plan services. Comparable for fee-only RIA business model and retirement plan specialty, though at much greater scale.
Direct peers
- Carson Group: Large RIA aggregator and wealth management firm with deep retirement plan practice and partner advisor model. Comparable due to fee-only RIA positioning, retirement plan focus, and community/educational content strategy.
- Stratos Wealth Holdings: Independent RIA platform supporting independent financial advisors with retirement plan and wealth management services. Comparable for independent RIA model, retirement plan focus, and advisor partnership structure.
- Facet Wealth: Fee-only digital-first financial planning firm offering flat-fee and AUM-based advisory services to individuals and families nationwide. Directly comparable as a fee-only, planning-led RIA targeting mass-affluent and high-net-worth clients.
Others
- Focus Financial Partners: RIA aggregator and partnership platform providing capital and operational support to independent wealth management firms. Comparable as a potential strategic partner for an independent RIA considering external capital or exit pathways.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Langan Financial Group social profiles
Digital presenceLangan Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Langan Financial Group leadership team
Management profileNumber of profiles
Profiles9 records
Langan Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Langan Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Langan Financial Group
What does Langan Financial Group do?
Langan Financial Group provides fee-only financial planning, investment management, and retirement plan sponsorship services to individuals, families, business owners, and organizations. Core services include estate planning, retirement planning, college planning, investment portfolio management, insurance benchmarking, and tax management, as well as retirement plan setup, management, and compliance for 401(k), 403(b), 457(b), SIMPLE IRA, SEP IRA, and pension plans. The firm uses an open architecture investment platform free from sales quotas and product-pushing incentives.
Is Langan Financial Group a public or private company?
Langan Financial Group is a private company. It is classified as family owned and is currently operating.
When was Langan Financial Group founded?
Langan Financial Group was founded in 1985. It employs 1 to 10 people.
Where is Langan Financial Group based?
Langan Financial Group is headquartered in Camp Hill, United States, in the North America region.
How does Langan Financial Group make money?
Four revenue lines are on record. Individual Financial Planning & Investment Management is the primary driver. The others are business Retirement Plan Services, insurance Services and estate & Tax Planning Consultation.
Who are Langan Financial Group's main competitors?
Broad incumbents on record are LPL Financial, Commonwealth Financial Network, Fisher Investments, Edelman Financial Engines, Cetera Financial Group and Creative Planning. Direct peers are Carson Group, Stratos Wealth Holdings and Facet Wealth. Focus Financial Partners is listed as an others.
Does Langan Financial Group have an API?
No public API is recorded for Langan Financial Group.
What industry is Langan Financial Group in?
Langan Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 523940 and its SIC code is 6282.