Advantages of Independence

 

Through our alignment with LPL Financial, the nation’s largest independent broker/ dealer,* we have access to non- proprietary investment vehicles and objective financial services. The firm has no proprietary products or quotas. LPL Financial provides a comprehensive array of tools, technology, powerful research, and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. Our experienced team offers all the service and options that only an independent firm can provide.

*Based on total Revenues, Financial Planning Magazine 1996-2019