Updated:
Lander & Associates
Rex Lander runs Lander & Associates, an independent wealth manager in Oak Hill, West Virginia — a rare Appalachian-based advisory practice.
Lander & Associates
Lander & Associates operates from Oak Hill, West Virginia, a small city in Fayette County where the local economy was historically shaped by coal mining and now leans on tourism and healthcare. Registered as a sole proprietorship with Rex Lander listed as owner, the firm offers wealth management and financial planning services to a client base likely comprised of regional professionals, retirees, and small-business owners. Its location distinguishes it from the wirehouses and robo-advisors that dominate national advertising — this is a relationship-driven practice where the principal's name is on the door. The firm provides investment advisory services centered on portfolio construction, retirement income planning, and risk management. Asset-class exposure typically includes equities, fixed income, mutual funds, and insurance-linked products — standard building blocks for a Main Street advisory practice. Lander's investment approach is built on face-to-face consultation rather than proprietary algorithms or institutional fund structures. Rex Lander holds a Certified Financial Planner (CFP) designation, placing the practice within the fiduciary standard for financial advice delivery. The firm is registered as an investment adviser in West Virginia and conducts business through individual client engagements rather than pooled vehicles or institutional mandates. Its sole office in Oak Hill reflects a clear operational choice: maintain local presence in a market underserved by national wealth management firms. As of early 2023, the firm listed seven employees on its public payroll records, consistent with a small, high-touch practice. Lander & Associates represents a structural posture increasingly rare in American wealth management: the stand-alone, single-advisor practice in a tertiary market that has not rolled into a larger RIA aggregator or bank channel. The succession risk is real — the firm's entire enterprise value is tied to its founder. But for clients who value walking into an office where the person managing their money answers the phone, that architecture is itself the differentiator (per the firm's official communications).
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Oak Hill
Corporate office
Oak Hill, WV, United States
Principals
Rex Lander
Owner
Sector focus
Frequently asked questions
Who runs investment decisions at 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.
Does Lander & Associates operate as a single-family office?
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.
How does Lander & Associates source clients?
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.
What is the firm's approach to portfolio construction?
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.
What succession plan exists for the firm?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: