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Independence

Our independence is your advantage. Our independence means we can provide you with objective financial guidance—allowing us to act in your best interests at all times.

As an independent firm, we have the flexibility to offer you 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 are supported by the resources of LPL Financial, the nation’s largest independent broker/dealer*. With over 659 billion in advisory and brokerage assets, ** LPL Financial provides the technology and breadth of services to support sophisticated wealth management solutions.

* As reported in Financial Planning magazine 1996-2018, based on total revenues.

** As of July 27, 2018


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Independence | Communication
Education | Wealth | Integrity | Loyalty