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Our Company

Our Mission

Our company is named for the European Goldfinch, a bird which reflects our core values of integrity, endurance, and perseverance. Based on these principles, we strive each day to help our clients plan for their financial future with innovative and personalized strategies. We will work diligently to address your financial planning and risk management needs with skill and great attention to detail.

About Us

We are full service financial services firm focusing on a process designed to:

  • Understand your needs, goals, and concerns. We believe it is critical to know and understand you well as a foundation of our financial planning relationship.
  • Analyze your financial situation. We leverage industry research, software, and strategic partners to analyze your current situation and seek opportunities for improvement.
  • Propose customized strategies. We propose planning options personalized for your individual needs and goals.
  • Implement your financial plan. We assist you in implementing your plan by putting in place insurance and investment strategies and facilitating introductions to professionals in complementary fields.
  • Monitor and Review your plan. As life brings us all change, we work to keep your plan up to date through regular reviews in person or via telephone. We would like to earn the privilege of being of service for the long term.

 

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide objective advice and investment recommendations.

The firm’s mission is clear:
We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best - create the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities. Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals. For more information about LPL Financial, visit www.lpl.com.

 

*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.