Mission Statement

We are determined to maintain the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with the highest quality information, services, and products to help you pursue your goals.

We are committed to providing our clients with a new type of investment account. This new type of account contrasts with a traditional brokerage account in one very important way: the client doesn’t pay commissions on any individual transactions. Instead of commissions or loads, our clients pay an annual fee, assessed quarterly, and based on the size of the account.

We also want to make sure that our clients are not paying more taxes than absolutely necessary. We will work with them to fully take advantage of all tax-free and tax-deferred investments that are available to them.

And finally, we work with clients in an area that is often overlooked: estate planning. This type of planning requires careful consideration to enable them to pass on their assets to whom they want, the way they want, while paying as little estate taxes as possible.

Our Promise

We have been working with individuals and businesses in the area for more than 30 years.

Each of our LPL Investment Advisor Representatives has the experience, resources, knowledge and back-office support to provide you with investment recommendations suitable to pursue your goals. We hold various professional designations, and are licensed to provide a variety of investment and insurance products.

We provide benefits to our clients that include —

  • Full service and personal attention
  • Professional money management
  • Personalized investment portfolio
  • Multiple investment choices
  • Detailed statements and performance reports
  • Periodic reviews

We are dedicated to developing collaborative relationships with all our clients. We believe in providing personal attention and proactive communication along with unbiased advice.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more healthy financial future.

We’re looking forward to using our experience to help you pursue your financial goals.

About LPL Financial

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticket symbol LPLA.  The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.  LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.  Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.  For more information about LPL Financial, visit lpl.com

* As reported in Financial Planning magazine 1996-2021, based on total revenues.

2010 Forbes Article on LPL Financial