Horvath Planning & Wealth Management, LLC has partnered with LPL Financial as its broker-dealer in order to maximize the value we can bring to our clients. As the nation’s largest independent broker-dealer*, LPL Financial provides the flexibility, utility, and credibility that we feel our clients deserve. With industry-leading tools and no allegiance to any particular product, this partnership allows our us to be completely objective in the investment vehicles we recommend while also enhancing our ability to keep our clients informed and engaged in their finances.
About LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker-dealer in the nation*. For more than two 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.
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
LPL Financial understands that providing Americans with objective investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective advice and investment recommendations.
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 1996-2016, based on total revenues.