LPL Financial specializes in delivering high-quality, personalized wealth management services to a small group of successful individuals, families and business owners. We provide a family wealth management approach that includes everything from investment management and financial planning by an experienced Certified Financial Planner to retirement planning and advice on long term care. The entire staff, in consultation with tax and legal professionals, seeks to do three things:


1.     Simplify your financial life and help you achieve your financial goals.

2.     Generate the necessary income to sustain the lifestyle you deserve now and in retirement.

3.     Build a legacy for the ones you love and the things you care about most.


To accomplish theses objectives, LPL Financial limits the number of clients we serve, allowing the firm to provide concierge-level care, ensuring each client has the best possible experience. 


Did You Know…

·      LPL is the largest independent broker/dealer in the nation with more than 11,000 affiliated financial advisors nationwide and $238 billion in assets under management.

·      LPL Financial operates independently, providing large company benefits while avoiding the conflicts of interest that can arise in traditional brokerage firms.

·      LPL’s research is independent and not influenced by an in-house research department.

·      LPL doesn’t just serve clients, they get involved in their lives, making the staff better able to see issues that could affect a client’s financial picture.