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See if this consultation is a fit.
Two quick questions. Your answers stay in this page and are not submitted.
Question 1 of 2
Do you have at least $500,000 in investable assets?
Investable assets generally exclude your primary residence.
Question 2 of 2
Which best describes where you are today?
Choose the one that most closely matches your situation.
A consultation may be a fit
Let’s start with a conversation.
Choose a convenient time for an initial consultation with Kenneth J. Lang. You’ll have space to explain what you want from a fiduciary advisor relationship and what has you considering a change.
Schedule your consultationOpens Zoom SchedulerNot the right fit at this time
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This initial consultation is currently intended for people with at least $500,000 in investable assets who are actively looking for a new advisor or considering a change.
The first meeting
Clarity before commitment.
Serving Cincinnati, OH & Northern Kentucky (NKY)
An initial consultation is a chance to take stock of your situation, surface the questions that matter, and decide whether the next conversation makes sense. No assumptions. No pressure to move before you are ready.
- 01Talk through what is working—and what is not—in your current financial picture.
- 02Clarify what you expect from a fiduciary financial advisor and an ongoing relationship.
- 03Leave with a clearer sense of whether it makes sense to continue the conversation.