Welcome Charter Oak Wealth Partners to LPL Financial!
SAN DIEGO, Feb. 03, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Academy Financial. They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.
It is with great excitement that we welcome the advisors at Charter Oak Wealth Partners to the LPL Financial family! This new partnership brings together a wealth of experience and expertise, creating a stronger and more dynamic team that is dedicated to providing top-notch financial services to our clients. With their impressive track record of serving $600 million in advisory, brokerage, and retirement plan assets, we are thrilled to have them on board.
Impact on Individuals
For clients and individuals working with Charter Oak Wealth Partners, this move to LPL Financial means access to a broader range of resources and support to help them achieve their financial goals. With LPL’s robust broker-dealer, RIA, and custodial platforms, clients can expect even more personalized and comprehensive financial strategies tailored to their unique needs.
Impact on the World
On a larger scale, the joining of Charter Oak Wealth Partners with LPL Financial reflects the ever-evolving landscape of the financial industry. As companies continue to adapt and grow, partnerships like this one demonstrate a commitment to innovation and excellence in serving clients. This collaboration reinforces LPL Financial’s position as a leading provider of financial services, setting the standard for excellence in the industry.
Conclusion
In conclusion, we are thrilled to welcome Charter Oak Wealth Partners to the LPL Financial family. This exciting partnership will undoubtedly bring about positive changes for both individuals and the financial world as a whole. We look forward to the new possibilities and opportunities that lie ahead as we work together to create a brighter financial future for our clients.
