Wealth Management

Wealth Management Solutions, Simplified

MB Longland offers you the one-on-one support you need from your fiduciary advisor – and a team of highly specialized professionals focused on your unique situation, including CERTIFIED FINANCIAL PLANNER TM professionals, CPAs, tax professionals and more.

“Our team uses a proactive and collaborative approach to wealth management, working to bring you advanced solutions tailored to fit your needs. You are in control – while we help you strategize on ways to enhance your unique situation”

Matt Longland,

Owner

The Value of a

Holistic Advisor

Historically, ultra-wealthy families have had access to and relied upon a trusted advisor to provide holistic planning and coordination of all the critical areas in their life. That trusted advisor gets the attorney, the banker, the stockbroker, and the insurance agent all sitting at a table collaborating on their behalf.

But what about the rest of us?

For most individuals and families seeking advice on their financial, tax, insurance, investment or legal needs, they are forced to meet with different professionals. Those professionals typically operate in silos, and they don’t all sit at the table collaborating on your behalf. In many cases, each of those professionals is just trying to sell their individual products or services.

The result is that you may have a lot of pieces of the puzzle (investment products, insurance policies, tax services, maybe even a will or a trust), but no picture on the front of the box to show how they all come together.

At MB Longland, we’re a little bit different from any other firm you’ve probably talked to in the past. Our holistic planning process is designed to coordinate all these areas and get them working together.

Check out our video to learn more about the value of a holistic advisor.

make sure your sound is on and push play

Typical services we provide to our wealth management clients:

  • Financial Planning

  • Portfolio Management

  • Investment Manager Selection and Monitoring

  • Global Asset Allocation and Investment Strategy Consulting

  • Retirement Income Distribution Planning

  • Cash Management

  • Proactive Tax Planning

  • Estate Planning

  • Life Insurance Analysis

  • Coordination of Planning Professionals

  • Family Business Advisory

  • Family Counseling/Family Meetings

  • Document Management and Family Estate Organization

  • Comprehensive Performance Reporting

  • Trustee Services through Charles Schwab

  • Philanthropic Planning

  • Debt Structure and Analysis

  • Risk Management & Asset Protection Consulting

All Your Needs, Under One Roof

  • Objective financial advice

  • Creative solutions to financial issues

  • Clearinghouse for financial, investment, tax and estate planning ideas

  • Proactive advice from a professional team with diverse backgrounds and knowledge

  • Delivery of multiple money managers, custody providers, insurance solutions, loan options, etc.

  • Negotiated cost savings with other financial providers (e.g., investment management, custody, trading costs)

  • Integration of your estate planning, income taxes, investments, philanthropic goals and family situation

A little more about us

15,000+

Customers Servied

12+

Years in Business

Don't take our word for it, Hear from our clients

We’re here to help you reach the retirement and financial goals you want. Here from some of our customers, and start planning for what comes next with a personalized plan.

Carmen Diaz

Very helpful and educational. Kept it simple and now I feel confident about my future and my children’s future. They tailored everything for my family and took my goals seriously. Hard to find people who truly care and do what they say! Highly recommend!!

Tasdeep Singh

Amazing to do business with TGE. It is a high quality business with honest and reliable people. They make everything very simple and straightforward.

Mary Earnest

They are knowledgeable, honest and will genuinely help/educate you on how to create wealth for you and your family.

Colette Baloney

Armo went beyond the call of duty to explain each product I was interested in. He sat with my entire family so that we all understood the value of insurance and most importantly he returns phone calls even on a Sunday!!

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Get in Touch

25 Town Center Blvd., Crestview Hills KY 41017

Financial Planning and Advisory Services are offered through MB Longland ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Longland Group LLC and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Longland Group LLC are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.Financial Planning and Advisory Services are offered through MB Longland ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Longland Group LLC and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance and Tax Services offered through Longland Group LLC are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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