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Landing Point Financial Group, LLC
Landing Point Financial Group, LLC is an independent investment advisory and financial planning firm headquartered in Avon, Ohio. Registered with the SEC and owned by Joe Flinner, the firm specializes in comprehensive financial planning, investment management, tax planning, and small business advisory services. Its team of professionals serves individual clients and families, including executives, retirees, and small business owners, by focusing on personalized advice and holistic financial solutions. The firm enhanced its service offerings in 2023 with the acquisition of Billings & Company Tax Services. While exact employee count is not listed publicly, it is described as a boutique-sized practice.
Investment Strategy
Landing Point Financial Group emphasizes customized investment management tailored to each client’s unique financial goals, risk tolerance, and life circumstances. The firm integrates portfolio management with comprehensive financial planning—including retirement, tax efficiency, cash flow, estate, and multi-generational gifting strategies. They focus on periodic portfolio review and adjustment, tax-conscious investing, and holistic advice to align investment decisions with broader financial well-being and life goals. The firm also provides specialized guidance for executives, retirees, and small business owners, reflecting a diversified and client-centric approach to asset management.
Latest 13F Filing Activity
Landing Point Financial Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 69 equity positions with a total 13F market value of $159M. The fund increased holdings in Ishares Ultra Short Duration Bond Active Etf, Ishares Core S&P 500 Etf, Nvidia Corporation Com among other positions. Landing Point Financial Group, LLC reduced exposure to Apple Inc. Com, Ishares Ibonds 2027 Term High Yield and Income Etf, Unitedhealth Group Inc. Com among others.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 19.93% | $31.6M | 50,917 | $589.55 | $620.90 | +$3.8M |
F FDVV | FIDELITY HIGH DIVIDEND ETF | 11.43% | $18.1M | 348,657 | $49.98 | $52.02 | +$1.2M |
I ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 8.60% | $13.6M | 269,060 | $50.70 | $50.71 | +$12.9M |
C CLOA | ISHARES AAA CLO ACTIVE ETF | 7.92% | $12.6M | 241,960 | $51.79 | $51.92 | +$581.6K |
I IJH | ISHARES CORE S&P MID-CAP ETF | 6.74% | $10.7M | 172,288 | $62.30 | $62.02 | +$860.9K |
Industry Allocation
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