Our profile

Our approach

Team Perspective and Personalized Service

  • Comprehensive financial planning approach
  • Wealth management & tax planning strategies
  • Retirement & estate planning strategies

We strive to be our clients’ "go-to" resource for financial planning and investment advisory services. We believe our experience providing customized and knowledgeable financial advice helps our clients simplify their financial lives and can offer clarity in our increasingly complex world. Together, we systematically review progress toward client goals and adjust the strategy to reflect personal and economic changes as needed. Our experience is combined with a sincere interest in each of our clients’ financial objectives.

Areas of focus

  • Investments
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Business Retirement Plans
  • Domestic Partner Planning

Awards & recognition

  • Reese J Lang, Barron's Top 1,500 Financial Advisors, 2026
  • Panoramic Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Reese J Lang, Forbes Best-in-State Wealth Advisors, 2018 - 2025
  • Steven N Brandt, Forbes Best-in-State Wealth Advisors, 2023 - 2025
  • Reese J Lang, Five Star Wealth Manager, 2013 - 2026
  • Steven N Brandt, Five Star Wealth Manager, 2019 - 2026
  • Sarah Houser, Five Star Wealth Manager, 2019 - 2026
  • Panoramic Wealth Advisors, Ameriprise Client Experience Award, 2025

Honored to be recognized in Barron's

We’re excited to celebrate Reese J. Lang for being named to the 2026 Barron’s Top 1,500 Financial Advisors list! This recognition honors advisors who go above and beyond to help clients achieve their long-term financial goals—a commitment that drives everything we do. A heartfelt thank you to our clients for your trust and loyalty, and to Barron’s for this incredible honor.