Being Independent

When prospective clients ask, “What is the single greatest advantage of doing business with LPL Financial?” our response is always the same: LPL’s Commitment to Independent Financial Advice. Why is independence important to individual investors? Well, for one, future financial success may depend on the type of investment advice rendered today. In an increasingly complicated era, managing financial goals depends on solid and objective advice, research that is both credible and timely, and access to the investments and services that best fit specific client circumstances. This is LPL’s specialty.

Independence affords you the benefit of personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations. LPL Advisors are free to recommend those products and services that best meet the needs of our clients. That is to say, there are no quotas or pressure to sell proprietary products. Truly independent research enables us to select investments based solely on the merits as well as their suitability for our clients’ financial goals.

At Responsible Investment Group, we are in a position to contribute to the financial success of our clients and our community. We take full advantage of the superior back-office support, regulatory oversight, and technological support provided by LPL Financial, the nation’s leading independent brokerage firm.* These advantages are passed on to our clients in the form of professional and personalized service. After all, it’s our reputation on the line.

Choosing the right people to manage your wealth is one of the most consequential decisions that you will ever make. With increasing uncertainty in today’s financial markets, these are the times when you most need objective advice.

* As reported by Financial Planning magazine, June 1996–2017, based on total revenues.