Lander & Associates

Rex Lander, the firm's owner, is the sole decision-maker for client portfolios. As a Certified Financial Planner, he operates under a fiduciary standard and provides individualized advice rather than centralized model portfolios.

No. The firm is a registered investment adviser providing wealth management and financial planning services to multiple clients in West Virginia. It does not manage a single family's capital. The Altss firm type reflects this: it is an asset manager, not a family office.

The firm relies on local reputation, referrals, and community presence in the Oak Hill area. Unlike national wealth platforms, it does not advertise nationally or source clients through employer retirement-plan relationships. Its client base reflects decades of operation in Fayette County and surrounding communities.

Portfolios are built using traditional asset classes — equities, fixed income, mutual funds, and insurance-based products — tailored to individual client goals, risk tolerance, and retirement timelines. The firm does not operate proprietary pooled investment vehicles or alternatives programs.

Rex Lander is the sole listed owner and principal. No public filings indicate a formal succession plan, junior partner track, or external sale arrangement. For a practice of this size, the absence of a disclosed succession structure is a material risk that clients or potential acquirers would need to assess directly with the firm.