Langdon Financial Management, Inc.

Langdon Financial Management, Inc. is an investment advisory and tax consulting firm that serves individuals and small businesses, with particular attention to retirement accounts and brokerage account planning. In addition to investment advice and portfolio management for individual clients, the firm provides federal and state income tax preparation services to both investment clients and some non-investment clients, reflecting its CPA ownership.

The firm works with clients to determine goals and risk tolerance and to develop long-term investment strategies that emphasize safeguarding assets while seeking appropriate growth; accounts are reviewed regularly, typically on a quarterly basis. Much of the firm’s asset management is implemented on a non-discretionary basis and assets are held and traded primarily through Charles Schwab, though discretionary authority may be accepted when approved by a client.

Distinctive features include ownership by a certified public accountant who integrates tax filing services into the advisory offering and the use of both percentage-of-assets and occasional hourly billing arrangements, which are less common among peers. The firm does not advise private funds, recommends investments that its principals also hold in personal accounts, and states it does not receive soft-dollar benefits or referral compensation.