Our Commitment

Our firm concentrates in those areas that most affect our clients including retirement income, planning for long-term care, and estate planning.

We also address the needs of our clients’ ultimate inheritors. Whether these are children, other relatives, or charities, we seek to maximize the value of inherited assets via thoughtful estate distribution design and intergenerational planning.

Duty To Our Clients

We consider ourselves stewards of our clients’ finances and perform our duties under the Fiduciary Standard* which obligates us to act in the best interest of our clients. We adhere to this standard not only as a matter of regulation but as a matter of culture. We accept this responsibility seriously.

*Fiduciary standards apply only to advisory accounts

Independence

As an independent practice, we are not subject to predetermined outcomes, quotas or one-size-fits-all methods. This allows us the flexibility to deliver personalized guidance and service in a way that’s most meaningful to each client relationship.

LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

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