About Laney Financial

About Laney Financial

Established to assist high-net-worth and individual investor clients manage their assets, Laney Financial is designed to help clients accumulate wealth while managing investment risk, tax liabilities, and to define a purpose for their wealth. We focus our expertise on efforts to help clients navigate through life and career changes, a changing marketplace and legislative reform in conjunction with their tax and legal planning.

The Purpose of Wealth process allows us to learn what is important about money to you and what needs to be achieved. Whether the achievements are professional, personal, or financial, they are the benchmarks for our working relationship. Helping you, our client, achieve your success, is our success.


R. Lee Laney, Founder and President

Being the fourth generation to be raised in the family home, Lee Laney grew up and now resides in Ft. Thomas, Kentucky. Formally trained as a political scientist, Lee has been serving financial planning clients since 1999. Lee has been featured in the Cincinnati Business Courier, appears regularly on Local 12 (CBS affiliate), and was profiled in Lessons In Entrepreneurship published by Northern Kentucky University to highlight the success of 40 select graduates as part of their 40th anniversary. He is a member of the Wealth Advisors Network, The Financial Planning Association, and Gearson Lehrman Group Finance & Business Services Council. He also serves on the Board of Directors for the Family Nurturing Center of Northern Kentucky and the Economics & Finance Advisory Board for Northern Kentucky University.

Lee has lectured for groups from Procter & Gamble, Archdiocese of Cincinnati, Northern Kentucky University, The University of Cincinnati, The Council on Aging, The American Marketing Association, and other local business and community organizations. His topics include: economic trends, financial management, employer benefits, portfolio development, wealth transfers, and succession planning.

 

Services

At Laney Financial, we offer a broad range of financial services to assist you in determining your options and finding the purpose of your wealth.

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FAQs

There are some very common questions that arise regarding financial services, please review our FAQ page to learn more.

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Careers

Learn more about career opportunities with Laney Financial. We’re interested in your success.

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R. Lee Laney is a Registered Principal and an Investment Advisor Representatives of and offer securities and advisory services through WRP Investments, Inc., member FINRA & SIPC. Laney Financial is not affiliated with WRP Investments, Inc. Securities activities and advisory services are supervised by WRP Investments, Inc. at 4407 Belmont Avenue, Youngstown, OH 44505 (330) 759-2023. Securities are offered in the following states: OH, KY, IN, PA, TX.