What Makes Us Different

As independent LPL financial advisors, we do not represent any one particular company or have any biases. Rather, we are totally client focused and committed to finding the appropriate strategies to a client's needs regardless of a company affiliation. Our independence allows us to offer every client access to many competitive products and services available in the market place. We are able to offer access to private money managers, mutual fund, annuity and insurance companies. Additionally, we have access to stocks, bonds, and CD's.

When developing a customized program for you, we will walk you through a step-by-step process that is designed to make sure you are comfortable and confident in all of your financial decisions. Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. We strive to provide advice that is written in a manner that is clear, specific, objective and thorough.

Benefits of working with us

  • You will always receive independent advice without any proprietary products or services being offered.
  • You will receive the personal attention you require and deserve.
  • You may benefit from over 20 years of experience in the financial services industry.

We look forward to serving you.
 

Recently, Brian and Dan were again named to the Financial Times list of 401 most elite DC plan advisors in the U.S.  It is awarded to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

 

 

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.

 


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