We offer full financial, estate, and tax planning in addition to risk and portfolio management servicing our clients across the nation. Securing your dreams takes effort and energy, leaving little time for financial planning and wealth management. We free you from the details that come with managing your affairs while helping you define and pursue your personal and financial goals. Partnering with
our team may enable you to have the confidence in knowing that you have help with your financial affairs. LPL Financial has been helping clients with a personalized approach to wealth planning, accumulation and preservation since 1989. Be assured that our goal is to help you maintain the standard of living to which you have become accustomed, and to preserve your wealth for your children and grandchildren. In developing and maintaining a well thought‑out wealth management plan, we focus on a variety of personalized strategies. We access the broadest range of financial products through our objective open architecture to help you work towards accomplishing your goals. We provide independent, objective advice and therefore do not have any proprietary products of any kind. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. LPL Financial and Merzian Wealth Management are separate entities. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AR, AZ, CA, IL, MI, MO, NE, WY. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
