Michael Topley
Lansing Street Advisors
Ambler, Pennsylvania
Professional Profile
Call Me When
a business owner is preparing to sell, holds concentrated stock, or needs sophisticated estate and tax planning
Professions
Wealth Manager
Functional Expertise
Charitable giving
Estate planning
Family business
Fiduciary
Finance
Financial Modelling
Investments
Retirement
Strategic planning
Tax
Transaction advisory
Transaction intermediary
Exit/Transition Planning
Business Focus
We bring order to our clients' financial lives, making sure investments, cash flow, estate planning, and asset protection are all aligned and working together.
Professional Certification
CERTIFIED FINANCIAL PLANNER
Client Industries
Business Services
Consumer Services
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Wholesale/Distribution
Client Results
Mitigated tax bills, especially at exit. Assets protected from divorce, litigation, bankruptcy, and estate tax — not just for clients, but for every generation that follows.
Chapter information
Membership
Philadelphia Corporate
Member since
New Member
Why I'm a Member of XPX
I'm a fiduciary. My clients deserve the best options, not just what I know. XPX is the room where the advisors they'll need at exit actually are. I want to learn from them and share what I know.
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