Our Partnerships

As an independent financial advisor, I have the freedom to choose the best partners to support my clients' financial goals and I have chosen to partner with LPL Financial.  LPL Financial provides me with a robust platform of resources, research, and technology, allowing me to offer comprehensive and personalized financial planning services.

This partnership enables me to maintain my independence while leveraging LPL Financials' extensive support network. This means I can focus on what matters most: building strong relationships with my clients and providing them with tailored financial strategies. By collaborating with LPL Financial, I can ensure that my clients receive the highest level of service and access to a wide range of investment products and solutions.

We provide comprehensive financial planning in the context of a long-term partnership with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where I can help you pursue your financial and lifestyle goals.

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.