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LPL Financial

One of the most important financial decisions you can make is to seek the advice of a trusted, qualified financial professional. Ideally, you should work  with someone who employs transparency in their interactions with you and remains objective in terms of products or companies.  A financial professional should put your interests  first, and provide strategies focused on your specific financial objectives. 

LPL Financial is the largest Independent Broker/Dealers in the industry.*  We do not own or manage or any proprietary investment or insurance products. This means our financial professionals are free from outside influences and operate with no hidden agendas. 


*As reported by Financial Planning magazine, June 1996-2023, based on total revenue.

LPL Financial is dedicated to providing experienced and objective financial guidance on all aspects of wealth management. As your personal advocate, we are committed to helping our clients discover suitable opportunities and strategies as they pursue their financial goals. We sit down with our clients and build, implement, and manage tax-efficient strategies to create and preserve wealth. Knowing you have a comprehensive plan in place - one that contains your instructions and encompasses your family is the key to making sure that everything you've work for is working for you and is passed on according to your wishes.  

LPL Financial has corporate offices in Austin, Boston, San Diego, and Fort Mill, SC. From our office in Sandwich, MA we service individuals and small businesses all across New England and beyond.   

LPL offers true transparency. With a depth of resources of non-proprietary products you always receive objective guidance. We at LPL Financial look forward to the opportunity of working with you in making your dreams become a reality.


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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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