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Advantages of Independence

As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. Our independence helps to provide you with the confidence you seek in pursuing financial independence on your terms.

  • As independent advisors we have no obligations to investment product manufacturers.
  • LPL Financial does not engage in investment banking and has no proprietary products.
  • We have no cross-sell quotas or home-office directives.
  • We spend our time developing customized strategies for the unique challenges you face.

Our independence is supported by LPL Financial, the nation's largest independent broker/dealer.* The firm provides a comprehensive array of tools and resources to 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 1996–2012, based on total revenue.