LPL Overview In order to provide you with industry leading service, we have partnered with LPL Financial. At LPL Financial, clients' goals always come first. The founders of LPL Financial had a pioneering vision: to create a refreshingly personal alternative to Wall Street firms. An environment where you receive truly independent advice that is always focused on your goals. Ultimately, the success of your investment strategy depends on four key elements: LPL Financial's heritage of independence. Unbiased research and solutions. Objective guidance and advice. And the expert support and training offered to advisors.With LPL Financial, your advisor is independent, but not alone...so your goals always come first.