Frequently Asked Questions

General Information

  • Financial planning involves creating a comprehensive strategy to manage your finances, helping you achieve your short-term and long-term goals. It encompasses budgeting, saving, investing, retirement planning, and more.

  • We provide a range of services, including retirement planning, investment management, tax strategies, estate planning, and risk management.

  • Yes, we are fiduciaries, meaning we are legally and ethically obligated to act in your best interest at all times.

  • As independent advisors, we are not tied to any specific financial products or institutions, allowing us to offer unbiased advice tailored to your unique needs.

  • We believe our clients’ financial well-being is strengthened by the personalized advice and service we provide as an independent firm. Our independence ensures we remain conflict-free, delivering objective guidance backed by research from top-tier providers. With the flexibility of an open-architecture platform, we can offer access to a broad array of products and services from a diverse network of industry-leading sources.

  • Although we would have liked to share our plans with you in advance, legal considerations prevented us from doing so. As investment professionals, we are committed to following those regulations, even though it was difficult not being able to communicate with you beforehand. We appreciate your understanding of the circumstances.

  • Protecting your assets is a top priority for us. After a thorough due diligence process, we selected Fidelity as our custodian due to their private ownership, advanced technology, independent research capabilities, and strong reputation for service. We are highly confident in the safeguards they have in place and value their proven strength, scale, and credibility in the industry. As of 12/31/24, Fidelity custodied over $15.1 trillion in assets.

Working with Us

  • Yes, we offer a complimentary initial consultation to discuss your financial goals and determine how we can assist you.

  • Our process includes an initial consultation, data gathering, plan development, presentation, implementation, and ongoing monitoring.

  • We maintain regular communication through meetings, phone calls, emails, and newsletters to keep you informed and engaged.

  • Longleaf Capital Group (LCG) was established by a team of seasoned wealth advisors committed to prioritizing clients’ best interests, free from the constraints of traditional corporate culture. With a combined 183 years of experience, LCG operates on an open-architecture, proprietary platform that allows for customized recommendations and access to top-tier providers. The name “Longleaf” honors the resilient southern pine known for its ability to thrive through generations despite environmental challenges—symbolizing the enduring strength and adaptability we bring to our clients.

  • Once you complete and sign the account opening and transfer documents provided via the Docupace link, we will initiate the transfer process from your previous firm. Transfers typically take 5 to 10 business days, though private investments may require additional time. We will closely monitor your accounts throughout the process and provide updates as needed. After the transfer is complete, we will assist you in re-establishing any recurring transactions such as direct deposits, automatic drafts, and other linked transfers.

Fees and Compensation

  • We operate on a transparent fee-only basis, charging a percentage of assets under management or a flat fee, depending on the services provided.

  • All fees will be clearly outlined in our agreement. We strive to minimize any additional costs and will discuss any potential expenses upfront.

Investment Philosophy

  • We believe in a diversified, long-term investment strategy tailored to your risk tolerance and financial goals.

  • We focus on maintaining a disciplined investment approach, avoiding emotional reactions to market fluctuations, and making adjustments as necessary to stay aligned with your objectives.

Client Experience

  • We work with individuals, families, and business owners seeking personalized financial planning and investment management services.

  • During meetings, we will review your financial situation, discuss progress toward your goals, and make any necessary adjustments to your plan.

  • We adhere to strict confidentiality protocols and comply with all regulatory requirements to protect your personal and financial information.

  • Item descriptionYou can access your accounts by logging into the Client Login section on our new website at www.lcgwm.com. Once logged in, you’ll enjoy the same level of access and functionality you’re familiar with, including full visibility into your accounts and the ability to use all previously available services.

Benefits of Independence

Fiduciary-First Approach

As an independent firm, we’re free from proprietary product requirements and corporate sales agendas. This allows us to act solely in your best interest—with complete objectivity.

Customized Advice

Independence gives us the flexibility to design personalized strategies tailored to your unique goals, rather than fitting your situation into a one-size-fits-all model.

Access to a Broader Investment Universe

We can partner with a wide range of best-in-class investment providers and platforms, offering access to solutions not limited by a single institution’s shelf.

Deeper Relationships

Without the constraints of a large corporate structure, we can focus on building meaningful, long-term relationships and delivering a more responsive, boutique client experience.

Transparency and Trust

Our compensation is straightforward and fully disclosed. We believe transparency builds trust—and trust is the foundation of everything we do.

Entrepreneurial Mindset

We’ve built our firm with intention—choosing independence so we can control how we serve clients, grow our practice, and evolve with the industry.