Meet the Team

Who We Are

Landing Point Advisors is a full-service, independent, investment and wealth planning advisory business.  LPA is driven by the core pillars of Fiduciary Duty, Objectivity, Transparency, and Confidentiality.

<p>At our firm, we have the client&#8212;and only the client&#8212;in mind.
</p>

Our industry is constantly evolving and filled with talented entrepreneurs looking to gain competitive advantages in the growing but limited marketplace. At LPA, we believe it is crucial to be on the cutting edge of technology and industry standards in order to appropriately service our clients to the elite standards we require of ourselves.

While there is no such thing as an ideal client, we have thoughtfully formed LPA to serve affluent families and individuals in all aspects of their financial well-being. 

At LPA we are beholden to the highest level of fiduciary responsibility, putting our client’s goals and needs above our own. We use the term thoughtful frequently.  Each decision, investment, and recommendation provided is thoughtful and always in the absolute best interest of our clients.

Landing Point Advisors

B. Riley Wealth Advisors

B. Riley Wealth Advisors, an SEC-registered investment adviser, provides fee-based asset management and advisory services. With $24 Billion1 under supervision in client assets, B. Riley provides institutional scale for LPA in the marketplace. Additionally, B. Riley provides hands-on collaborative operational support for billing, technology, enterprise level reporting services and mandatory continuing education.

1 As of March 31, 2023

Tom  Kowalczyk

Tom Kowalczyk

Head of Platform, B. Riley Wealth

Logan  Voelker, CFP®

Logan Voelker, CFP®

Vice President, Investment Solutions

Fidelity Investments

Fidelity Investments (Fidelity) has been a long time alliance of ours and remains a private company that custodies over $11.5 trillion in assets1. Fidelity Institutional Wealth Management (FIWMS) is the primary custodian for LPA client assets and investments.  We utilize their industry-leading customized investment technology platform WealthscapeSM. We have a dedicated service team that includes trading, custody, cashiering, and recordkeeping services. 

1as of 9/30/2023

WealthscapeSM is a service mark of FMR LLC.

Fidelity Investments® (Fidelity) is an independent company, unaffiliated with B. Riley Wealth Advisors or Landing Point Advisors. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1126915.1.0


Partners

<p>Our Process</p>
<p>Our History</p>
<p>Our Resources</p>
<p>Our Values</p>
<p>Our Process</p>
<p>Our Values</p>
<p>Our History</p>
<p>Our Resources</p>