116 N Main St.,
P.O. Box 77,
Our independence means we can provide you with objective financial guidance—allowing us to act in your best interests at all times.
As an independent firm, we have the flexibility to offer you access to a wide range of nonproprietary products and services—without the obligation to sell any particular investment or brand—keeping our focus solely on your wealth management and legacy objectives.
Additionally, we are supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* With $903 billion in advisory and brokerage assets,** LPL Financial provides the technology and breadth of services to support sophisticated wealth management solutions. LPL Financial is a leading source of objective advice for accumulating and managing personal wealth. The Research Team at LPL Financial is one of the largest and most experienced research groups among independent brokerage firms, comprised of seasoned and accomplished industry veterans.
As your financial advocate, we uniquely leverage these valuable resources to prepare and deliver our best investment ideas designed exclusively to support your financial and personal aspirations.
* As reported by Financial Planning magazine, June 1996–2020, based on total revenue.** As of December 31, 2020