LPL Financial

Independence Powered by LPL Financial

We believe that an objective approach is critical to our clients’ financial security, which is why we are supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,600 financial advisors and approximately 700 financial institutions.

As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. You can feel confident as you pursue financial independence knowing:

  • We have no obligations to investment product providers.
  • We are not subject to quotas or home-office directives that may lead to conflicts of interest.
  • We spend our time developing customized financial plans and investment strategies for the unique challenges you face.

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*As reported in Financial Planning magazine 1996-2015, based on total revenues.