Advantages of Independence
“I am independent which by my definition means I always work for you and never an investment or insurance company. And since I am independent I have thousands of companies to choose from to help you implement the best strategy for your plan."
-Mark J. Stevens, CFP®, ChFC®
Discover Why Our Independence Is Your Advantage
As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.
- As independent advisors we have no obligations to investment product manufacturers
- We have no cross-sell quotas or home-office directives that may lead to conflicts of interest.
- We spend our time developing customized solutions for the unique challenges you face.
Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.
* As reported by Financial Planning magazine, June 1996–2011, based on total revenue.