Why LPL

With over 30 years in the industry and supporting approximately 6 million client accounts totaling over $1 trillion in assets custodied, LPL provides the stability and security that allows us to focus on what matters most: YOU. Their commitment to independence and objectivity ensures that when we chose LPL, we are free to prioritize your needs without the pressure of quotas or proprietary products. This means we can build personal relationships and recommend investment strategies solely based on what we believe will best serve you.  LPL understands that we are more than just an advisor—we’re your partner in achieving your financial goals.

As a leading retail investment advisory firm, LPL has maintained its position as the top choice for independent financial professionals for 25 consecutive years. They bring decades of experience and a legacy of industry leadership to the table, supporting financial professionals who serve a diverse range of clients, from high-net-worth individuals to institutional organizations. Their team of over 800 risk and compliance professionals ensures that your investments are safeguarded, adhering rigorously to federal securities laws and industry regulations. This commitment to integrity and client protection underscores their mission to provide a better investment experience through unbiased advice and a wide array of investment options.

LPL continuously invests in technology and tools to help empower us to deliver exceptional service. Whether it’s streamlining account management through innovative mobile apps or enhancing communication with simplified client statements, their focus remains on creating an environment where financial professionals can thrive. LPL is focused on ensuring we have the resources and support needed to help you pursue your financial aspirations with confidence.

In choosing to work with LPL, we aligned ourselves with a firm that brings over three decades of industry experience and a proven track record of stability and security. LPL’s dedication to independence allows us to foster genuine client relationships and prioritize your needs. Their industry leadership, extensive resources, and unwavering commitment to compliance and technology enable us to provide a high level of service and protection for your investments. With LPL, we can confidently support you in achieving your financial goals.