Lansing Street Advisors

Matthew Topley is a financial advisor at Lansing Street Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortis Advisors LLC. He serves as a board member and advisor for Moneyclip Inc., a platform that helps advisors communicate financial plans to clients through recorded screen explanations. Lansing Street Advisors provides discretionary and non-discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a fundamental, long-term investment approach with customized portfolio construction, incorporating ETFs, mutual funds, equities, fixed income, and alternative allocations, while maintaining flexibility to adjust strategies based on client needs and market conditions.

Michael Topley is a CFP® with 13 years of industry experience, currently serving at Lansing Street Advisors since 2020. His prior roles include positions at Edge Financial Wellness, Purshe Kaplan Sterling Investments, and Blue Rock Financial Group. He is the founder and CEO of Moneyclip Inc., a platform that helps advisors record and share client communications securely. Lansing Street Advisors offers discretionary and non-discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental, long-term investment approach with customized portfolios primarily consisting of ETFs, mutual funds, individual equities, and fixed income, while also incorporating alternative investments and maintaining flexibility to adjust based on client needs.

Megan Keenan is a financial advisor at Lansing Street Advisors with 12 years of industry experience. She holds a Series 66 designation and has previously worked at RBC Capital Markets and Janney Montgomery Scott. Lansing Street Advisors provides discretionary and non-discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental, long-term investment approach with customized portfolio construction, incorporating ETFs, mutual funds, individual equities, fixed income, and alternative allocations for suitable clients.

Stephen Topley is a financial advisor at Lansing Street Advisors with one year of industry experience. He holds a Series 65 designation. In addition to his advisory role, he owns and operates ST Accounting LLC, providing bookkeeping and accounting services as an independent contractor. Lansing Street Advisors offers discretionary and non-discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental, long-term investment approach with customized portfolios typically centered on ETFs, supplemented by other asset classes, and manages an affiliated pooled real estate fund available to qualified clients.

Patrick Greenhalgh is a financial advisor at Lansing Street Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets and Merrill. Lansing Street Advisors provides discretionary and non-discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental, long-term investment approach with customized portfolio construction, typically using ETFs alongside mutual funds, individual equities, and fixed income.