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Finding the
Right Balance

A Plan that Centers Around Your World

Your life is a balancing act. You divide your focus and energy between professional and personal commitments. You find ways to maximize time with family as well as with friends. And you’re constantly deciding what to spend money on today while saving for the future. We can help make a plan that’ll be the center point of your financial world, keeping your daily demands and future dreams in balance.

Balancing Your Plan & Your Portfolio

Center Square Asset Management is built around balance. We are a husband and wife team who complement each other's skillsets. Deborah Lane is a CERTIFIED FINANCIAL PLANNER® practitioner, helping you create a balanced plan. Kenneth Lane is an Accredited Investment Fiduciary, helping you create a portfolio that balances your desire for accumulation and your determination to effectively manage risk.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

  • Retirement Planning
  • Insurance Planning
  • Cash Flow Planning
  • Tax Planning & Preparation


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Individual Workers

Individual Workers

  • Self-Employed & Business Owners​
  • Investment Management​
  • Risk Management 
  • Tax Planning & Preparation​
  • Business Planning​


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Multi-Generational Families

Multi-Generational Families

  • Estate Planning ​
  • Tax Planning & Preparation​
  • Charitable Giving​
  • Education Planning


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Balancing Risk & Reward

Balancing Risk & Reward

We first pinpoint your Risk Number, then create a portfolio that you are comfortable with and confident in.

Balancing Education & Engagement

Balancing Education & Engagement

Through ongoing education and continual updates, we keep you invested and involved in the process.

Balancing Collaboration & Communication

Balancing Collaboration & Communication

As a husband and wife team, you’ll always get two unique points of view. And we’re always discussing and deliberating our client’s concerns – at the office and at the kitchen table.

Keeping Your Financial Goals Front and Center

We'll help you make a plan and create a portfolio that balances your lifestyle and your lifelong dreams.

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