LONGENECKER FINANCIAL SERVICES

Overview

Longenecker Financial Services is an independent, owner-operated registered investment adviser that focuses on fee-based wealth management for individuals, families and small businesses. The firm combines portfolio management and financial planning with insurance brokerage capabilities, which shapes how it mixes investment and insurance products for client solutions. Investment posture is clearly equity-biased: the firm manages discretionary portfolios that emphasize exchange-traded equities as the core holding type, while layering in mutual funds, annuities and select alternative exposures where appropriate. Longenecker does not position itself as an ESG-focused allocator and operates primarily at a single-state scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices