Broker Check



Independent - LPL

Our Independence, Your Advantage

What does this mean for the people who choose to work with us? It means our advice is free from the influences of company biases and sales quotas. We have the flexibility to offer our clients access to a wide range of non-proprietary products and services – without the obligation to sell any particular investment or brand – keeping our focus solely on your wealth management and legacy objectives. Additionally, we’re supported by the resources of LPL Financial, the nation’s largest independent broker/dealer* provides the technology and breadth of services to support sophisticated wealth management solutions. LPL is a leading source of objective advice for accumulating and managing personal wealth. The Research Team at LPL is one of the largest and most experienced research groups among independent brokerage firms, comprised of seasoned and accomplished industry veterans. As your financial advocate, we leverage these valuable resources to prepare and deliver our best investment ideas designed exclusively to support your financial and personal aspirations.

*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.