Kevin Lane is the Founder and Wealth Advisor of Lane Brothers & Company, a firm formed in 1990.
After 10 years working at a major Wall Street company he sought to create a firm that would operate on a more personal basis with clients. In 1996 he moved his family and company to Prescott from Scottsdale, Arizona, to raise his kids in a small town environment. (We now have offices in both locations).
“To remain independent while partnering with financial innovators is a priceless opportunity to help enhance our client’s life and financial well-being” – Kevin Lane, Founder
Kevin has never wavered from his objective of running his business with the clients’ best interests firmly at center stage. A testament to this is the fact that a large portion of the clientele have worked with Kevin for over 30 years.
Lane Brothers takes a steady, reasoned, low cost, long term view that fully considers the clients’ circumstances and temperaments. We stay in close contact with our clients and are very responsive to their questions and needs. We are fiduciaries and provide fee based counsel.
We offer comprehensive financial planning and a” Retirement Stress Test (SM)” with an in house CERTIFIED FINANCIAL PLANNER™ professional. We are able to give our clients a quantifiable level of confidence in how prepared they are for retirement and advise them on steps they can take as they work towards their financial goals and retirement outcomes. We believe it is a worthwhile exercise, especially for those working towards, nearing, or recently retired.
We invite you to a complimentary, no obligation, no pressure meeting, conference or video call at a location convenient for you, to further discuss whether we might be the right advisor for you and your family.
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.