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Getting Started with LPL Financial

The LPL difference

At LPL Financial we are not locked into selling you only our investment products like many other firms. In fact, we do not offer ANY proprietary products – we only offer objective, conflict-free advice to help you choose the investment products and...  more >>

Preparing for your first meeting

Your initial consultation with financial advisors, Luke Brown or Vicki Holt, is complimentary. Find out what to bring, questions to ask and what to expect. Let’s get started >> 

How financial planning makes a difference

True financial planning is based on a long-term, one-to-one relationship with an advisor and involves a comprehensive, ongoing approach to managing all areas of your financial life. Find out what financial planning can do for you. >>

Answers to Today’s Top Retirement Questions

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Retirement Planning

What does "retirement" mean to you? However you define it, planning is the key to enjoying a long-lasting retirement. More... >>

Financial Articles & Market Insights

LPL Financial Research

We recognize the critical role that timely, independent, objective research plays in helping to clarify the financial landscape. This leads to more informed decisions for you, our valued clients. Our research team provides investment research and advice you can use. More >>

Beige Book: Window on Main Street

The latest Beige Book reflects a picture of the U.S. economy that has, thus far, been largely unaffected by current geopolitical headlines. More >>

Oil Hits the Skids

We believe the oil sell-off is overdone and expect the commodity to find a floor in the low $80s. More >>

Stay on Guard

Yields may remain low for evidence of any fallout or contagion to the U.S. economy; a stretch of stronger economic data or bolder action by overseas central banks are likely needed catalysts for higher yields. More >>