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Our professional financial planning services for individuals and families are 100% objective and free from proprietary products and sales quotas.

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 1996-2016, based on total revenue.