Personalized Investment Services

At Lanson Advisors, our primary objective is wealth building and preservation for our clients.  We are a Florida Registered Investment Advisory firm and our approach centers around you, our client.  When we say personalized service, we actually do take a personal interest in your financial welfare by developing and implementing customized investment strategies based on your specific goals, objectives and timelines.  It’s also comforting to know that all accounts are managed by a principal of the firm.

Our Difference

In today’s market, diversification is more important than ever.  That’s why we take a comprehensive look at all the opportunities available to you including the increasingly important international marketplace, a variety of stocks, bonds and exchange-traded funds (ETFs) as well as other creative investment alternatives.

We are proud that 90% of our new clients are referred to us by existing clients. Our concept is to remain a boutique firm servicing only a handful of clients and doing it very well.