79 Woodfin Place
As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. Our independence allows us to seek out the right investment for your situation, with no proprietary products to offer, we are not subject to quotas or directives from a central office. Nor are we compensated differently by companies with in similar product catagories.
Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* Publicly traded under the ticker symbol LPLA, the firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL provides a comprehensive array of tools and resources to independent financial advisors, enabling us to provide sound and objective financial guidance to our clients.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue