Legacy Wealth Planning is an Independent LPL Financial Advisor Broker Dealer. As LPL Financial is the nation’s largest independent broker-dealer in the nation, as it is a partner to over 13,300 financial advisors as well as approximately 700 financial institutions.* The LWP Group was drawn to LPL Financial because of the investment advisory services, integrated platform of proprietary technology, and brokerage it gives our company and allows us to provide to our clients.
LPL Financial was established with a founding vision of helping entrepreneurial financial advisors launch successful businesses through which they could offer independent financial advice and management. At Legacy Wealth Planning it is our commitment to provide our clients with financial advising and retirement planning that will sustain them throughout the years. The independent advice difference and trusted resources is what makes The LWP Group proud to be an Independent LPL Financial Advisor Broker Dealer.
*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.