Independent Advantage/LPL Financial
Unified Wealth Management Independent Advantage
The financial professionals at Unified Wealth Management are supported by LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with access to a comprehensive array of tools and resources that enable us to provide objective financial guidance to our clients. LPL Financial has no proprietary products.
- As independent advisors we have no obligations to investment product manufacturers, a parent company or shareholders.
- We have no cross-sell quotas or home-office directives that may lead to conflicts of interest.
- We spend our time developing customized strategies for the unique challenges you face.
* As reported by Financial Planning magazine, June 1996–2015, based on total revenue.