Doylestown Wealth Management combines the talents of eight financial advisors, each with their unique investment perspective built on an average 17 years of professional investment experience. Supported by two exceptional operations professionals, each advisor was attracted to LPL Financial, the nation’s largest independent broker/dealer*, to access a wide array of investments within a very competitive cost structure. Some of our advisors began their careers at large investment firms, such as Morgan Stanley, Wachovia Securities or Wells Fargo Securities, only to embrace an independent investment firm once they gained valuable industry experience. Now, with the added benefit of an RIA (Registered Investment Advisor) affiliation with Great Valley Advisor Group, the advisors and staff of DWM combine their experience with access to comprehensive investment strategies to serve any client need. Learn about each advisor focus under the “Our Team” tab located on our main page.
*As reported by Financial Planning magazine, June 1996-2010, based on total revenue
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best – help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
– Enabling technology
– Comprehensive clearing and compliance services
– Practice management programs and training
– Independent research
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.
The firm’s mission is clear:
We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best—create the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.
(Note to Advisor: The mission statement is OPTIONAL)
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com
*As reported in Financial Planning Magazine, June 1996-2015, based on total revenue.