
Confident Financial Decisions Start Here
Trusted Guidance. Personalized Strategies. Lasting Relationships.
At Landis Wealth Advisors, we believe financial planning should feel like a conversation—not a sales pitch. We take the time to understand your goals, explain your options, and create a plan that helps you build, grow, and protect your wealth with confidence.
Our Approach: Clear, Thoughtful, & Client-First
We’re here to guide, not pressure. Our philosophy is simple:
✔️ No rushed decisions—take your time, ask questions, and make informed choices.
✔️ Transparent advice—understand the pros and cons of every strategy.
✔️ Communication at your level—no jargon, just real conversations.
Our Comprehensive Wealth Management Services
Whether you’re planning for retirement, growing your wealth, or protecting your legacy, we provide expert guidance tailored to you.
-
Asset Management
Smart, Personalized Investment Strategies
We craft investment strategies designed around your long-term goals, risk tolerance, and market conditions—so your portfolio works for you.
-
Estate Planning
Protect Your Legacy & Ensure Your Wishes Are Honored
We help you build a solid estate plan, ensuring your assets are managed and distributed according to your wishes while minimizing tax burdens.
-
Retirement Income Planning
Secure a Confident Retirement
We design a clear, sustainable income strategy so you can enjoy retirement without worrying about running out of money.
Meet Your Advisor
With over 25 years of experience, Rick Landis has helped individuals and families navigate their financial journeys with honesty, clarity, and care. His mission is simple: to provide the guidance you need to make sound financial decisions—without the pressure.
“My account transition to Rick was seamless. He clearly outlined the process, set expectations, and stays grounded in every decision. He listens but also keeps safeguards in place to avoid reactive moves, staying focused on long-term growth. Courteous and always available, he now advises my entire family.”
— GEORGE M, LWA CLIENT
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Start Planning Your Financial Future Today
Your financial goals deserve expert attention and a plan that works for you. Let’s start the conversation.