Broker Check

Our Services

“Building Confidence and Security in Your Financial Future”

Lanier Asset Management, is a full-service financial advisor, providing our clients with support in a wide range of areas. Each of our clients has their own unique set of needs – for each, we seek to Build Confidence and Security in Their Financial Future. We provide expert assistance in the following areas:

Investment Management

  • Financial Advice
  • Investment Strategy
  • Portfolio Analysis and Risk Assessment
  • Risk Management
  • Asset Allocation
  • Performance Reporting


  • Financial Planning
  • Income Planning
  • Estate Planning
  • Retirement Planning
  • Education Planning

401(k) Retirement Plans

Lanier Asset Management has partnered with Vanguard to offer 401(k) retirement plans for medical practices and small businesses.  Benefits of working with Lanier include:

  • Minimize plan expenses
  • Very low cost index funds and managed portfolio options through Vanguard
  • Local, accessible and highly qualified investment team to provide ongoing education and work closely with your team
  • Customized plan design and highest level of plan fiduciary oversight
  • All compliance services offered through Vanguard or working with your TPA

Lanier has deep experience with both startup and existing plans.