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John D.  Lane IV, CFP®, MBA

John D. Lane IV, CFP®, MBA


John Lane employs a two pronged approach in helping business owners and high net worth individuals solidify their financial foundation. He combines his passion for financial literacy and wealth creation with his talent for building cohesive financial teams, fully leveraging each member’s expertise in order to maximize each client’s profits. John recognizes that it takes effort to build lasting net worth — a process he equates to climbing a mountain. It’s only once you reach the peak that you see the full value of each step along the way. It’s this same spirit he and his wife seek to instill in their three boys through their shared love of the outdoors — developing an appreciation for the joys and challenges mother nature provides. Their commitment to hard work is matched only by their passion for experiences — whether hiking, backpacking or camping with the family, or enjoying a relaxed glass of wine or whiskey as part of their ongoing world travels. John’s is committed to helping ensure each client’s financial independence — and he works tirelessly to give them the tools and the confidence they need to succeed.