Landphair Wealth Management LLC

The firm provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, and also accepts pension and profit‑sharing plan clients. It documents client goals and constraints with an Investment Policy Statement and offers both comprehensive and a la carte planning engagements.

The investment approach blends fundamental analysis with modern portfolio theory, using long‑term equity exposure via passive indexing while taking a more active stance on the fixed‑income side. Portfolios are constructed chiefly with mutual funds, ETFs, REITs, treasury inflation‑protected bonds and non‑U.S. securities, and are managed under discretionary authority using model portfolios and documented asset‑allocation targets.

Notable operational features given the firm’s solo independent structure and roughly $13.8 million in assets across about two dozen clients are that it manages client assets in‑house rather than delegating to third‑party managers and does not participate in wrap fee programs. The brochure also discloses that the firm does not aggregate block trades for multiple client accounts and may receive soft‑dollar research benefits from custodians—practices that differ from many peers and can affect execution and benefit allocation.