LPL Financial

Our institutional partner is LPL Financial.  They are the custodian of all client funds and provide reporting and record-keeping for all client accounts.  LPL has no proprietary products to sell, which means that we are able to provide truly unbiased, conflict-free advice and investment recommendations. Nor is LPL involved in any other financial or banking operations which could in any way jeopardize their core business.   In today's world, a third-party custodian is vital to ensure proper security of your money.  As the largest independent broker/dealer in the nation.* LPL has served as our partner in helping protect and grow your wealth for over twenty years. 

Additional benefits to having LPL Financial as our institutional partner are the many support services they offer, helping us focus on what we do best, which is taking care of you and your family.  Their robust mix of services and tools include: 

• Comprehensive clearing and compliance services
• Enabling technology
• Independent research 
• Practice management programs and training

* As reported in Financial Planning magazine 1996-2010, based on total revenues.

The Role of LPL Financial: