Longest & Young, LLC

Overview

Longest & Young, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients with financial planning and discretionary portfolio management tailored to individuals and small businesses. Its fee arrangements combine a percentage-of-assets model with the option for hourly charges. Longest & Young does not position itself as a multi-state or pension consultant adviser and is not identified as an active ESG investor. The firm lists an industry affiliation with accountants, indicating it likely collaborates with tax or accounting professionals as part of client service and planning work. Longest & Young does not act as a capital allocator or operate related advisory entities.

Assets & Accounts

Investments & Alternatives