LPL Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Mission

Our mission is to enhance the quality of your lives by educating and guiding you to make sound financial decisions to grow, preserve, and transfer your wealth. 

Our Investment Philosophy

Investment portfolios are based on Modern Portfolio Theory which employs two important strategies to manage risk; first is diversification and the second is asset allocation, which is simply investing your money among different asset classes. Asset class on its most basic level is stocks and bonds.

We utilize asset allocation models with different risk/return characteristics by using allocations across various sectors, such as large company growth, small companies, equity income, and foreign companies.

As a client of LPL Financial, we will guide you with our recommendations for long term investing and instruct you as to which asset classes to avoid.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (208) 587-9757.