SAFE LANDING FINANCIAL

Overview

Safe Landing Financial is a small, independent registered investment adviser that focuses on advising individual and family clients. The firm operates as a limited liability company under individual ownership and positions itself as a capital allocator for its client base. Its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses, plus selection of other advisers, pension consulting where engaged, and educational seminars or workshops. Fee arrangements include asset-based fees, hourly billing and fixed-fee engagements, which allows the firm to serve a mix of ongoing wealth-management relationships and one-off planning or project work. Portfolio construction shows a clear preference for publicly traded equities; the firm reports an equity-first tilt when building client portfolios. Safe Landing Financial does not identify as an active ESG investor and does not operate as a multi-state adviser. Given its size and client profile, the firm appears to favor liquid, easily tradable instruments and external mutual fund wrappers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices