How We Partner

CUSTODIAN PARTNERS

LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not required by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.

TD Ameritrade Institutional

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors. An advanced technology platform, coupled with personal support from dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients.

Schwab Advisor Services

With over 25 years of experience providing custodial services and industry expertise, Schwab Advisor Services understands what it takes to help independent advisors succeed. Working with Schwab Advisor Services makes it easy for financial advisors to focus on what’s important: offering great client service, running their businesses as efficiently as possible and achieving growth.

Fidelity Institutional

Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. More than 13,000 financial advisory firms rely on Fidelity Institutional’s innovative technology and deep expertise to help more than 9 million accounts make some of the most complex, important decisions of their lives. Fidelity Institutional’s goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency, and delivering insights that help to drive confidence, clarity, and results.


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STRATEGIC PARTNERS

Tax Partners

We have strategic relationships with several local tax offices to help provide tax efficiency to your overall financial plan

Insurance Agents

We have strategic relationships with reputable insurance providers to offer the most appropriate strategies to protect your financial plans

Estate Planning Attorneys

We have strategic associations with many local estate planning attorneys to help make sure your financial assets are distributed how you see fit