Wherever you are in your journey, we can help.
Who we are
We want you, as our client, to be more confident in your future: whether that be through preparing for retirement, financial planning, portfolio analysis, or college planning. We focus on your goals and work with all aspects of your life to build a solid financial plan that will help protect you in the future.
LPL Financial is a leading source of objective advice for accumulating and managing personal wealth. LPL Financial was formed in 1989 through the merger of two small bus successful brokerage firms, and is the number one independent broker/dealer in the country.*
How we help
Whether you’ve accumulated tens of thousands or a couple million, your net worth isn’t our primary focus. Instead, we’re interested in working with clients who always strive to make sound financial decisions with what they have. You may not be driving a sports car or acquiring a yacht anytime soon, but you’re ready to maximize your wealth’s potential as you prepare for your financial future.
We offer our clients portfolios containing several asset classes, including both traditional strategies—domestic equity, international equity, and fixed income—and alternatives. We offer our clients access to products and strategies typically only available to large, institutional investors.
We continually look for ways to innovate, drawing on our extensive experience to help find better investment strategies for the long term. This combination of curiosity and flexibility means that you have a ready source for new ideas and smart options.
We form our own independent perspective on everything we recommend. When we’re putting together a portfolio, we start by analyzing strategy options based on expectations of returns, historic returns, and market volatility. Armed with our in-depth research, we can make informed, strategic decisions about how to allocate assets. Past performance is no guarantee of future results.
We carefully evaluate every asset manager and strategy we recommend to make sure they meet our standards for performance and integrity. We also continue to monitor and reallocate portfolios to take advantage of market opportunities.**
While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.