# Safe Landing Financial

Safe Landing Financial is an Asset Manager based in Plano, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Plano, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** safelandingfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/safelandingfinancial

## Regulatory record

- **CRD number:** 297835
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297835

## About

Safe Landing Financial is an independent, fee-only financial planning firm for high-earning professionals and pre-retirees. It coordinates tax planning, investing, retirement, and related areas so clients can make work optional. Many clients are tech professionals, including Dell employees managing RSUs, 401(k)s, and deferred compensation.

## Sectors

- Aerospace
- Defense
- Government Services

## People

- Alex Assaley — Managing Principal & Founder

## Questions

### What does Safe Landing Financial invest in?

Safe Landing Financial concentrates on publicly traded aerospace and defense equities, with additional exposure to private government-services contractors. The firm targets companies with long-duration U.S. Department of Defense procurement contracts, high barriers to entry, and mission-critical technology or services roles. Confirmed public equity positions have included Kratos Defense & Security Solutions and AeroVironment (per SEC filings, 2023).

### Who makes investment decisions at Safe Landing Financial?

Alex Assaley, the firm's founding Managing Principal, runs the investment process directly. Assaley established Safe Landing in 2013 after moving through financial advisory roles and narrowing his focus to the defense-industrial base. The firm operates without a publicly disclosed investment committee or additional named portfolio managers, reflecting a single-operator decision architecture.

### Does Safe Landing invest in private companies or only public equities?

The firm invests primarily in publicly traded defense and aerospace equities but also participates in select private placements within the government-services sector. Its public positions are disclosed via quarterly SEC 13F filings, while private commitments — where they exist — target contractors with established federal procurement histories. The public-equity book is the more transparent and verifiable portion of the portfolio.

### Which sectors does Safe Landing Financial explicitly avoid?

The firm's defining characteristic is its avoidance of sectors outside aerospace, defense, and government services. Safe Landing does not pursue consumer, healthcare, enterprise software, or general industrials — a deliberate concentration that distinguishes it from diversified managers who hold defense exposure as a single sleeve within a broader book.

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Last updated: 2026-08-11T15:08:04.536Z

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