
Today the 100% family-owned financial planning firm employs 12 people and has earned more than 175 five-star reviews and 10 industry awards serving families and businesses across the region.
Four family members work in the business daily. Bob Langan leads client relationships built over four decades. Alex Langan serves as chief investment officer and licensed attorney and is the No. 1 bestselling author of “401(k) Exposed,” guiding investment strategy and helping businesses identify hidden risks in retirement plans. Devin Langan oversees marketing, operations and growth. Patricia Langan has managed daily operations since the firm’s founding.
In the community, the firm helped raise $70,000 for Veterans Outreach of PA in support of Veterans Grove, a housing community for veterans, and conducts donation drives with local nonprofits throughout the year. Team members serve on nonprofit boards, and Alex Langan speaks at community events to make complex financial topics accessible.
“The phone will always be answered by someone who knows your name,” the company stated. “The Langans are not building a company to sell. They are building one that lasts.”