Why Work With Us And
What It Means To Be An Independent CFP®
Often times I am asked “What does it mean to me as an investor that you are an independent advisor?”
As an independent advisor I am self employed and work for the good of my clients. My success depends upon your success and satisfaction. LPL Financial and I do not offer access to any sort of proprietary products and are not bound by any sales quotas, spiffs, or added bonus to sell a certain product or syndicate offering. Therefore, my client’s get complete equitable advice and products that are client-first.
Working as an independent advisor I can remain completely loyal and committed to the people who I service…my clients.
The bottom line is LPL Financial works for me and I work for you. Finally, as a CERTIFIED FINANCIAL PLANNER™, I have a Fiduciary duty to do what I feel is in your best interest. A high Financial Standard is something EVERY one of our clients receive.
I could choose to work with one of numerous independent firms but I chose to affiliate myself with the firm that has over 14,000 affiliated financial advisors and manages more than $233 billion annually. Because of this LPL Financial is the number one independent broker/dealer in the United States.*
*Based on revenues, as reported in Financial Planning magazine, June 1996-2017.