Lobdell & Lane Wealth Management, LLC is an independent, fee-only financial planning firm headquartered in Wheeling, West Virginia. As a registered investment adviser and a fiduciary, the company is legally and ethically bound to act in the best interest of its clients, providing objective advice and personalized strategies. Its core services include comprehensive financial planning, investment management, retirement planning, and estate planning. The firm emphasizes a client-centric approach, aiming to build long-term relationships based on trust and transparency to help individuals and families achieve their financial goals.

Founded in

United States