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

Planning

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.