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If you are like most people, you are working towards your financial independenceAmy and client pic

... or you've already achieved it and want to safeguard your wealth so you remain independent for the rest of your life. That's why you're interested in developing a relationship with a financial advisor in the first place.

Shouldn't you work with someone who values
independence, too?

By offering securities through LPL Financial (member FINRA/SIPC), we're independent wealth consultants, unbiased about financial products. In other words, we're free to make recommendations based on what we believe will do the best to achieve your individual financial objectives. We don't make our recommendations based on what a parent company thinks "everyone" should have in their portfolios.

  • You get top-tier financial products and advice. We have access to a universe of investment tools, research, and money managers that most financial advisors never even know about, much less recommend to you.
  • You can count on us. Our name may not be as well-known as companies with big-budget advertising, but so what if we don't spend our money on TV commercials? We focus on what's most important: giving you five-star service, ensuring your money is handled with our undivided attention and expertise.
  • Your money is safe. To give the maximum protection available, your LPL brokerage account is protected up to $100 million. (For information on excess SIPC insurance, please read our FAQ.)

LPL Financial (LPL) is a national, independent investment firm. As the leading independent broker/dealer, LPL continues to set the standard for the industry. LPL has grown steadily in financial strength since 1989 and today has the highest annual revenues and excess net capital of any independent broker/dealer in the country. LPL was formed in 1989 through the merger of two small but successful brokerage firms: Linsco (established 1968) and Private Ledger (founded 1973).

Based on the firm's revenues, LPL has been named the nation's number-one independent brokerage firm for ten consecutive years by Financial Planning magazine (1996-2005). Since its inception, LPL has stood at the forefront of this changing industry as the most truly independent firm in the industry with over 6,500 financial advisors nationwide. Independence at LPL translates to more freedom of product choice, more service, more regulatory expertise, and more technological capabilities.

With more than 1,000 LPL employees in Boston and at their seven-acre campus in San Diego, LPL can assist individual wealth consultants at Fi-Plan Partners, LLC with everything from product knowledge to customer service.

Visit LPL Financial now.

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