Advantages of Independence
Advantages of Independence
As an independent advisor I work in a fiduciary capacity in advisory relationships focusing solely on serving your needs at all times. A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own. This provides you with the confidence you seek to pursue financial independence on your terms.
- - We have no obligations to investment product manufacturers.
- - We have no cross-sell quotas or home-office directives that may lead to conflicts of interest.
- - We have no affiliations or ties to investment banking firms.
- - We spend our time developing customized strategies for the unique challenges our clients face
Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides access to a comprehensive array of tools and resources for independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.
* As reported by Financial Planning magazine, June 1996–2022 based on total revenue.