Business Details
22 Years
experience
Your Trusted Financial Partner in Troy, OH
At Fessler & Langdon, we believe that financial planning should inspire confidence, not confusion. Founded in 2004, our firm builds upon decades of combined experience from our lead professionals, including over 30 years of direct client service. We specialize in creating personalized financial strategies that address the unique goals of individuals, families, and business owners. Our approach combines rigorous analysis with a deep understanding of each client's personal and financial circumstances, ensuring solutions that align with their values and long-term objectives.We maintain a commitment to transparency, ethical practices, and ongoing education, helping clients navigate complex financial decisions with clarity. As advocates for our clients, we coordinate with external professionals like CPAs and attorneys to deliver holistic wealth management. Our team's dedication to continuous improvement and client-focused service has earned us lasting relationships and a reputation for excellence in financial advisory services.
Services
Financial Planning
Retirement Strategies
Wealth Management
Tax Planning
Estate Planning
Details
- Year established: 2004
Highlights and features
- We offer 30+ years of personalized financial advisory experience.
- Our strategies combine rigorous analysis with client-specific goals.
- We coordinate with CPAs and attorneys for holistic solutions.
- We maintain transparent fee structures and ethical practices.
- We provide ongoing portfolio monitoring and strategy adjustments.
Associations and certifications
- FINRA
- SIPC
- LPL Financial (Registered Investment Advisor)
Services
Financial Planning
We develop customized financial plans aligned with your life goals. Our process begins with understanding your unique circumstances, risk tolerance, and aspirations. Through ongoing collaboration, we create actionable strategies to help you build, protect, and transfer wealth effectively.
Retirement Strategies
Our retirement planning focuses on creating sustainable income streams. We analyze your current assets, projected needs, and market conditions to design withdrawal strategies that aim to preserve capital while supporting your desired lifestyle throughout retirement.
Wealth Management
We offer comprehensive wealth management solutions tailored to your financial objectives. This includes asset allocation, investment selection, and risk management strategies designed to grow and protect your assets across market cycles.
Tax Planning
Our tax planning services identify opportunities to minimize tax liabilities. We implement strategies like tax-loss harvesting, retirement account optimization, and charitable giving techniques to enhance after-tax returns within your overall financial plan.
Estate Planning
We help preserve your legacy through coordinated estate planning. Working with your legal and tax advisors, we develop strategies for efficient wealth transfer, including trust structures, beneficiary designations, and charitable giving vehicles.
People
Adam Langdon
Owner & LPL Financial Advisor
With over 30 years in financial services, Adam Langdon specializes in personalized wealth management. He founded Fessler & Langdon in 2004 after navigating his own financial challenges, bringing practical experience to client relationships.
Kathy Fox
Administrative Assistant
Kathy Fox has been an essential team member since 2022, managing day-to-day operations. Her organizational skills ensure smooth client interactions and efficient implementation of financial strategies.
Ben Langdon
Office Manager
Ben Langdon oversees office operations, maintaining the firm's commitment to client service. His management ensures that technical and administrative systems support the delivery of high-quality financial advice.
Questions
What services does Fessler & Langdon offer?
We provide financial planning, retirement strategies, wealth management, tax planning, and estate planning services tailored to individual client needs.
How do you work with clients?
We begin with a discovery meeting to understand your goals, then create customized strategies. We coordinate with your existing professionals for comprehensive solutions.
What investment approach do you use?
Our strategies combine rigorous analysis with risk management techniques, focusing on long-term growth and capital preservation aligned with your objectives.
How are fees structured?
We maintain transparent fee structures with no hidden costs. Specific arrangements are discussed during our initial consultation based on your service needs.
Can you help with retirement income planning?
Yes, we specialize in creating sustainable retirement income strategies that consider market conditions, tax implications, and your lifestyle goals.
