Colorado-based financial advisors
Build wealth with an impartial advisor.
Independent advisors serving Colorado since 2002.
Lang Investment Services was founded on the principle that financial advice should be independent, transparent, and always in the client's best interest.
Located in Monument, Colorado—but service clients across the United States—we've built our practice on lasting relationships with families and individuals throughout the Tri-Lakes and Front Range communities. Our clients value our local presence combined with access to the resources and stability of Raymond James.
We believe financial planning is about more than numbers—it's about understanding your goals, your concerns, and your vision for the future. We primarily offer fee-based* advisory services charging a flat fee based on a client's total assets under advisement.
Whether you're planning for retirement, managing a windfall, or navigating a major life transition, we're here to provide clarity and confidence.
Our approach
Independent guidance
We follow a fiduciary standard throughout the financial planning engagement.. This means transparent fees, no hidden commissions or proprietary products, and advice that's truly independent.
Active management
Markets change, and so should your portfolio. We review and adjust your investments to respond to opportunities and manage risk.
Comprehensive planning
We look at your complete financial picture—investments, taxes, insurance, estate planning—to develop strategies that work together toward your goals.
Personal service
You'll work directly with experienced advisors who know you by name. We're accessible, responsive, and committed to keeping you informed.
Investing involves risk and you may incur a profit or loss regardless of the strategy selected. Asset allocation and diversification do not ensure a profit or protect against a loss.
*If deemed appropriate and in our client's best interest, we also provide commissioned brokerage services. Though our financial advisor provides clients with great care and recommendations, advisors only have a legal fiduciary obligation to advisory clients.
In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement. Services rendered will be dependent on applicable agreements.
Meet the team
Matthew R. Lang, CDFA®
Registered Principal,
Financial Advisor
Matthew Lang is a 1996 graduate of Cornell College with dual majors in economics and history. He leverages this unique background in evaluating long-term investment trends against broader societal implications.
With over a quarter century of hands-on experience in financial planning, portfolio construction, and asset management, Matthew is well-versed in the intricacies of the financial world. He possesses the wisdom to understand the bigger picture while remaining open to new ideas and adaptable strategies in response to the dynamic and sometimes unpredictable nature of the market.
Financial Planner
Ryan Sweeney
Ryan serves as a Junior Partner at Lang Investment Services, bringing over 10 years of experience in the financial industry. A proud alumnus of Cornell College, Ryan shares a strong educational foundation with Matt. His career began at Vanguard, where he honed his expertise in portfolio management and developed a deep understanding of client needs.
Holding FINRA Series 7, 63, and 65 licenses, Ryan adeptly manages asset allocation weightings while considering personal client needs and current market dynamics. His comprehensive approach positions clients to effectively pursue their investment objectives.
Financial Advisor
Jason Brashar
Jason is a dedicated Financial Advisor at Lang Investment Services. He earned his Bachelor of Science degree in Business Administration and brings extensive operational expertise to the team. Jason holds his FINRA Series 7 and Series 66 Financial Securities licenses and confidently navigates the complexities of the financial markets through in-depth economic and market research, ensuring clients receive informed and strategic support.
Jason’s passion lies in empowering clients to achieve their financial goals with clarity and confidence, all while maintaining the highest standards of service.