Our mission is to help our clients work toward financial independence through planning. We want to spend time with our clients to determine their goals and objectives, time horizon, risk tolerance and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with you as your trusted advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Casey Craig
Founding Partner
Since 2001, former professional baseball player, Casey Craig, has been working in a different ballgame: retirement income planning. The stakes, however, are just as high! "It's important," says Casey, "that people know they can trust their financial advisor."
Casey holds the FINRA Series 7, 63, 65, and 24 registrations with LPL Financial, he holds the Accredited Investment Fiduciary (AIF®) professional designation and as an LPL Investment Advisor Representative, he is held to the fiduciary standard, which requires him to always act in the client's best interests. Casey says there are a lot of options available in investment strategies, but a good advisor can not only deploy the strategy but make sure the client understands what's happening with their money.
Casey believes in the time-tested Core Satellite methodology when building a client portfolio, with an emphasis on achieving market or better returns with below-market volatility*.
A graduate of Central Michigan University Casey was selected by the Seattle Mariners in the 1993 Major League Baseball amateur draft. In his spare time he dedicates himself to coaching and mentoring inner city youth in basketball.
*There can be no assurance in our investment process. Actual results may vary.
Landon Oddono
Client Relationship Manager
Landon graduated in 2020 from Penn State University, majoring in Economics and minoring in Business & the Liberal Arts. During his time there he was involved with the Penn State Economics Association and the Penn State Investment Association.
Landon is an LPL Investment Advisor Representative holding both the Series 66 and Series 7. Holding himself to the fiduciary standard striving to act in the client's best interest. Landon is also knowledgeable in insurance, holding the Virginia Health, Life, & Annuities license. He joined Highlander Financial Group in September of 2020. Landon is a huge believer in hard work and always doing the right thing, both in and out of the workplace.
Outside of work, Landon enjoys golfing, cooking, working out, and watching movies and sports of all kind. Landon resides in Arlington, VA.
General Information |
| Name of Broker/Dealer: | LPL Financial LLC |
| States Licensed in: | CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NM, OH, PA, SC, VA, WV |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting |
Services |
| Investment Types: | Options & Futures, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Video Conference, Our Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Annuity, Variable Annuity, Disability, Variable Life, Long Term Care |
Firm Information |
| Firm's Number of Clients: | 500 |
| Assets Managed by Firm: | 300,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Flat Fee |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
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