Mission Statement

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 pressured or influenced 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.

Our Mission

We pledge to treat our clients' dreams as our own. We give our clients upfront and clear information so our portfolio recommendations are transparent.  Our mission is to use our knowledge, tools, and experience to get to your goals as efficiently as possible while managing risk.

Our Principle

Our company is based on the principle that understanding our client's current financial situation, learning what is important to them, and helping develop their goals, is vital to making prudent decisions to pursue financial success. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (757) 418-2253.