Our Custodian

Providing independent investment advice has never been more important than it is today.  The financial services industry, markets, and world are changing fast, while people are living longer and facing more complex financial needs. At the same time, investors are increasingly seeking to partner with advisors who offer objective guidance to face today's financial planning challenges.    All of these factors were a consideration in the careful analysis we conducted in choosing our Custodian. Ultimately, we decided to align with LPL Financial, a global provider of financial business solutions for over 25 years. 

LPL Financial was formed in 1989 through the merger of two small brokerage firms, Linsco & Private Ledger (founded in 1968 and 1973, respectively).  By merging Linsco & Private Ledger, the founders of LPL sought to create a trusted alternative to Wall Street firms, one in which independent financial advisors can build highly competitive businesses while offering objective financial advice to millions of Americans.  Today, LPL Financial is the largest independent broker/dealer in the country* (*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue) supporting more than 14,000 financial advisors.   LPL Financial is headquartered in Boston, San Diego, and Fort Mill, and powered by more than 3,300 client-centric employees. 

Our relationship with LPL Financial gives us the clarity and conviction to provide you with optimal, objective advice across the full range of wealth management needs, including retirement planning, insurance planning, education funding and estate planning.