In our experience, the most important aspects of a successful transition are making sure buyer and seller have similar investment philosophies and similar client profiles. Here is a quick snapshot of our firm and our core values which will help to determine if there is a potential match between your firm and LPL Financial.
We believe in a secure, long-term investment approach that focuses on wealth accumulation and preservation. We only recommend investments that we ourselves are willing to own. We provide objective, honest advice tailored to each individual client’s financial goals.
We tend to work with hard-working, successful individuals and families who are disciplined and responsible in their savings. Our clientele can generally fit into one of these groups: