We understand that each 501(c)3 organization, or other tax-exempt entity, has their own unique needs when it comes to implementing an investment strategy and providing the accessibility of capital. Therefore we work closely with our client and their tax professionals to create, adjust, and maintain a custom investment strategy that will provide the flexibility to meet future cash-flow needs while providing returns necessary to grow the asset base.

At Lanier Financial Group we strive to find organizations that share our core values and give back to causes that we find beneficial to society. Due to the nature of the non-profit and charitable entities we serve we proudly offer our portfolio management services at a reduced fee.