Our Broker Dealer

LPL Financial is our broker dealer, maintaining custody of clients investments and clearing transactions. The founders of LPL Financial had a pioneering vision: to create a refreshingly personal alternative to Wall Street firms. An environment where you receive truly independent advice that’s always focused on your goals. Ultimately, the success of your investment strategy depends on four key elements; independence, unbiased research and solutions, objective guidance and advice.

With LPL Financial, your advisor is independent, but not alone…so your goals always come first.