About LPL
Formed in 1989 through the merger of two small brokerage firms, LPL was designed as an alternative to traditional Wall Street firms. Based on the belief that a better investment experience for investors begins with independent, objective advice from your chosen financial professional, we can offer a unique combination for managing your financial situation; a dedicated professional who understands your challenges and goals, paired with the stability and strength of a leading financial services provider. We currently choose to work with LPL because of their breadth of investment solutions that have been carefully vetted to allow us to craft a customized portfolio that fits your risk tolerance, timeline, and goals. We appreciate and value partnering with LPL as a leading wealth management firm.
