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Ronald E. Lang

"We are Crusaders Against Wall Street Greed"

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Atlas Wealth Management, LLC Ronald E. Lang
Scottsdale, AZ

Serving Clients Nationwide

"We are Crusaders Against Wall Street Greed"

3 Certified Advisor Reviews™
Rate this Advisor

888.403.9400

Website

Areas of Focus

  • Banking
  • Budgeting
  • Cash Flow
  • Choosing a Financial Advisor
  • Choosing a Financial Coach
  • Coaching
  • Emergency Savings
  • Employee Benefits
  • Estate Planning
  • Exit Planning
  • Family and Money
  • Financial Life Planning
  • High Net Worth
  • Inherited Wealth
  • Insurance
  • Investing
  • Investment Management
  • Money Psychology
  • Owning a Business
  • Prioritizing Money
  • Retirement Planning
  • Setting Up Retirement Accounts
  • Taxes
  • Women & Wealth

About Me

If you are going to work with an Investment Advisor who is a fiduciary, you need to know if you trust them in addition to feeling comfortable with them and their team. This biography on Ronald Lang will provide you with his background, investment methodology, his thoughts on the industry and advisory business. You will gain insight into his mindset on investing on fundamentals and risk management, which are the cornerstones of long-term investing success.

Ron Lang grew up in the business. His father Allen started in the brokerage side of the business in the late 1960’s. While in high school over three summer vacations Ron worked on the Options floor of the Philadelphia Stock Exchange. It was an unbelievable experience and an environment that would get you excited about being in any part of the investment world.

When Ron got older, Allen tried to recruit and convince him to get into the business. He loved the technology sector, worked and then owned a software and business consulting business designing CRM software for businesses. He never lost his passion for the investment business and even though he was helping people with financial planning, the financial and housing crisis in 2008 got him interested in getting involved in finance and investments. Many of his friends' portfolios were set up where their risk tolerance and portfolio allocation were not in-line with their goals, objectives and timeline. They kept asking him to manage their investments. Without a Securities License, that could not happen. In 2011, Ron started Atlas Wealth Management, LLC, and began to manage portfolios and continue financial planning for those friends and referrals then continued to grow the business.

Dealing with life events and specifically tragedy is never easy and it is an extremely difficult conversation to have with anyone that has gone through it. Ron lost 17 people in 7 years from 2013 – 2020. This included his sister in 2014 and son in 2016. Again, it is never easy to help or talk to people about their situations, let alone deal with more than one yourself in a short period of time. So, when he says he has been there done, that, he can truly say that he has dealt with hardship and tragedy.

Ron created the business motto for Atlas, “We are Crusaders Against Wall Street Greed”. While many advisors do right by their clients, he has seen and heard a lot of legal, but in his opinion, not so ethical way the advisory business allows hidden fees to be taken from clients. Many advisors, especially those that are both an Investment Advisor/Broker and are not transparent about how “total fees” work. Meaning, some advisors charge a quarterly management fee, but they and/or their Broker/Dealer gets a backend trailer commission on many Mutual Funds and the Advisor may get a portion of that too. Also, some Mutual Fund companies may provide an additional bonus at the end of the year for the total assets they have with that Investment House. Is this legal, yes. But is it right? Why don’t Clients and Investors know more about this? Again, transparency is paramount to a successful long-term relationship. Also, those additional fees reduce and degrade long-term portfolio performance.

Understanding your goals, objectives and risk tolerance are the tenets of basic portfolio construction. Ron is a very positive person, especially about the future, but he is a self-proclaim “Cockeyed Optimist” when it comes to economic and market cycles and properly investing in and around them. He provides you with facts and data that he consumes from hours of research weekly in order to make sure his clientele are on the right path. Prospective clients may not be used to an Advisor giving them the truth, as raw and presentably harsh at times, but nothing is being glossed over just to get someone’s business. Current clientele stay long-term because they know they are going to receive the information they need unfiltered and unvarnished.

Lastly, Ron prides himself and the organization on “Communication”. People change Advisors for several reasons. One of the top reasons is communication and either receiving none, very little and when they have a question, the response time back to them is unacceptable. Ron and his team have been accused of being “over communicators”. We would rather be accused of being that, than getting feedback “we never hear from that guy”.

We hope this quick Bio is helpful to getting to know the person who will be leading your team to help you through the ups and downs of the market and steer your portfolio through the murky waters of investing.

Professional Designations

  • Financial Fitness Coach

Affiliations

  • Ramsey Solutions Financial Coach

Primary Location

6424 E Greenway Parkway Scottsdale, AZ 85254

Additional Locations

📍 175 Strafford Avenue, Suite One Wayne, PA 19087

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars
Book Intro Call

Compensation Methods

  • Fee Based
  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule an in-depth "Strategy Call". We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you. We discuss your current situation and review your future goals and objectives with investments and finances. Once we gather all key and critical information, we will then mutually decide if we should meet and present to you a Proposal Draft. This Proposal Draft is a snapshot of where you are today and we provide strategies and suggestions moving forward. Our goal is to make sure we don't give you fluff, but real and quality content for consideration. People choose to work with us because of how well we communicate and set expectations moving forward.

Offers Investment Management

Yes

About our Firm

Our Wealth Management Advisory Business is built on understanding our client’s needs today and building a plan that makes sense for their financial future. Ron Lang is our Principal & Chief Investment Officer.

We have a 100% Fiduciary Responsibility towards our clientele. Too many people are affected by short-term headlines, political risk and need to look beyond and filter out the noise. Our portfolio management style overcomes those obstacles and builds a portfolio tailored to each client.

✔️ Investment Advice

We have a unique approach to providing Investment Advice that specifically caters towards our “Active Management” style. Each person and family has their own specific needs and goals.

✔️ Retirement Planning

Most people are NOT prepared or on target for their retirement. We help put clarity and milestones in place so you can follow a road to retirement success.

✔️ Financial Planning

Tools for tracking investments, analyzing spending and income, and forecasting future needs will help you produce more actual and substantial decisions.

✔️ Estate Planning

Protecting your investments and assets should be paramount to your current well-being and legacy. The earlier you start to think about estate planning, the more you will have a peace-of-mind to live each day.

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At our core, Atlas Wealth Management are “risk managers” of your financial and investment future. Every client has different needs and financial requirements. All investment management is “fee-based”, not commission-oriented as we have a fiduciary responsibility to only advise you on investments that are in your best interest. We assess and provide a comprehensive proposal based upon your requirements and manage those expectations moving forward.

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Your finances and investments are very personal and emotional. We understand this and our patient approach will help you and your family plan and secure your financial future. Realizing your goals with a long-term investing strategy is the best approach to living a more fruitful life with less stress.

Education

Rider University

Badges

Hobbies and Interests

  • Animals
  • Baseball
  • Beach
  • Billiards
  • Cars
  • Computer
  • Cooking
  • Eating Out
  • Entertaining
  • Exercising
  • Family
  • Football
  • Golf
  • Grilling
  • Hiking
  • Hockey
  • Movies
  • Music
  • Photography
  • Pickleball
  • Reading
  • Relaxing
  • Softball
  • Sports
  • Television
  • Traveling
  • Volunteering
  • Wine
  • Working Out
  • Writing
  • Yoga

SEC Lookup

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FINRA Lookup

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Who We Serve

  • Airline Pilots
  • Attorneys
  • Baby Boomers
  • Business Owners
  • Contractors
  • Corporate Executives
  • Couples
  • Data Scientists
  • Divorce
  • Dual Income Family
  • Engineers
  • Entrepreneurs
  • Families
  • Gen X
  • Healthcare Professionals
  • Individuals
  • Investors
  • Living in Retirement
  • Physicians
  • Private Foundations & Organizations
  • Professional Athletes
  • Sales Professionals
  • Scientists
  • Technology Professionals
  • Travel Lovers
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Knowledgeable and easy to work with

✅ Wealthtender Certified Advisor Review™
Jul 17, 2024
We recently moved our money to Ron when we realized the large amount of fees being paid to our then current advisors. They were not the obvious fees but the ones you don't see readily on your statement. They are the additional fees attached to the ETF's and Mutual funds that the other advisor said was 'normal in all investing.' We met Ron, spoke with him and learned these don't have to 'be normal' in investment accounts. They are there to make the firm extra money that you aren't aware of and eat away at your hard earned retirement savings. The moving of our accounts was painless and our portfolios look much better now. Ron guided us all the way, answered all our questions and has been easy to connect with during this whole process. He is a great communicator and educator with his clients. I would highly recommend Ron Lang to everyone.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Michele H
Michele H

Happy Clients

✅ Wealthtender Certified Advisor Review™
Jul 16, 2024
Found Ron on Dave Ramsay's site and really liked his approach and passion to finance. We feel much more at peace knowing him and his team is working hard and keeping an eye on our investments. He is very personable and available to answer our questions and concerns when we have them. So far we are happy with our choice to go with Atlas Wealth and looking forward to our investments grow.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Keith
Keith

It was a great move.

✅ Wealthtender Certified Advisor Review™
May 31, 2024
We’ve done better with Ron in a year than we did with the big name franchise we were with for over 10 years. Ron is knowledgeable and trustworthy, patiently educates us regarding our choices as often as it takes, and is highly responsive.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jen
Jen
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