Broker Check

About LPL Financial

Wealth Management Solutions is an independent firm, but our team is supported by extensive resources thanks to our strong partnership with LPL Financial, America’s largest independent broker/dealer.*

LPL Financial was founded with a pioneering vision: to help financial advisors establish successful wealth management practices through which they could offer truly independent financial guidance and advice. Today, LPL Financial provides an integrated platform of independent research, technology, brokerage and investment advisory services to more than 14,000 financial advisors, making them the leading distributor of financial products in the United States. Because they don’t offer proprietary products, LPL Financial enables independent financial advisors like Wealth Management Solutions to offer their clients objective, conflict-free advice.

Through LPL, we’re affiliated with Financial Advocates, a boutique Registered Investment Advisory (RIA) that provides us with support and services — including portfolio design, investment research and alternative investments — so we can focus our time on serving our clients.

*As reported in Financial Planning magazine, June 1996–2017, based on total revenues