Colorado-based financial advisors
Build wealth with an impartial advisor.
Since our founding in 2002, our role as a local wealth advisor continues allowing us to provide personalized, understandable wealth strategies for both short- and long-term goals. Unlike national brokerage firms that often provide cookie-cutter portfolios and one-size-fits-all investment plans, Lang Investment Services is a Colorado practice with the freedom to create intensely personal investment strategies designed around our clients’ goals. Our mission is to develop plans that help generate a lifetime of retirement income.
We primarily offer fee-based* advisory services charging a flat fee based on a client's total assets under advisement. However, if deemed appropriate and in our client's best interest, we also provide commissioned brokerage services, Our commitment to honesty and transparency in your financial planning is unwavering. Our founder, Matt Lang, is a registered principal—a distinction earned by passing the rigorous FINRA Series 24 exam, which covers a wide range of securities supervision issues and subjects.
With deep roots in the state, Lang Investment Services takes our position as a local wealth advisor to heart. It’s important to consider the financial health of both our local and national clients. We provide strategies that account for local and regional economic concerns. We are successful when you are successful, and as a fiduciary, we want the personal relationships we create with you to be based on trust, transparency, and understanding.
* 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.
Meet the team
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.
Matthew R. Lang, CDFA®
Junior Partner
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.
Ryan Sweeney
Financial Advisor
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 firm. 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.
