Horvath Planning & Wealth Management, LLC partners with LPL Financial as its broker-dealer and Integrated Partners as our Registered Investment Advisor.
About LPL Financial
As the nation’s largest independent broker-dealer*, LPL Financial provides the flexibility, utility, and credibility that we feel our clients deserve. For more than three decades, LPL Financial has served as a strategic partner in supporting financial advisors in their goals of growing and protecting their clients’ wealth. LPL Financial maintains a focus on reducing the complexity of running a financial services practice so advisors can focus on what they do best—helping their clients conquer their financial goals and fulfill their dreams.
LPL acts as our custodian and provides our firm with proprietary technology and comprehensive compliance services. Through this affiliation, we can choose the products and services that address our clients’ needs. This commitment to objective financial advice helps to preserve the integrity upon which we built our firm and its reputation.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a valuable mix of services and tools such as:
Comprehensive clearing and compliance services
Practice management programs and training
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. For more information about LPL Financial, visit www.lpl.com.
* As reported in Financial Planning magazine 1996-2021, based on total revenues.
Integrated Partners (Integrated) functions as our back-office support so we can offer a streamlined, boutique client experience. It is through Integrated that we can leverage a large suite of technology platforms and robust service offerings while maintaining independence.
Integrated is an independent, fee-based financial planning and wealth management firm. Built on a foundation of collaboration, service and support, Integrated is dedicated to the advisors they serve. Founded in 1996, Integrated is now one of the largest and most successful independent financial services organizations in the country, serving over 20,000 clients nationwide.
Resources include a tenured and credentialed advanced planning, case design and investment management team with 50+ years of collective experience. In addition, they offer business owner planning and family office services including an in-house estate planning attorney as well as asset protection specialists to review and design insurance solutions.
Integrated’s status as a Registered Investment Advisor (RIA) means that they act in a fiduciary capacity to advisory clients. Specifically, they place clients’ interests first and always act in the clients’ best interest. With the ever-changing nature of our industry, Integrated provides us with extensive practice management programs and training, as well as independent research. These built-in support structures allow our firm to maintain and strengthen our close relationships with our valued clients while simultaneously allowing us to flourish and adapt as the industry evolves.