LPL Financial Welcomes Guardian Partners Wealth Management
May 02 2024 - 9:00AM
LPL Financial LLC announced today that financial advisors Mitchell
“Mitch” and Wesley “Wes” McCann have joined LPL Financial’s
broker-dealer, RIA and custodial platforms. They reported serving
approximately $240 million in advisory, brokerage and retirement
plan assets*, and join LPL from Ameriprise.
With the move, the father and son team launch Guardian Partners
Wealth Management, an independent financial practice based in the
Detroit suburb of Bloomfield Hills, Mich. Mitch, a 36-year veteran
of the financial services industry, said the name was inspired by
the team’s desire to protect their clients’ finances and help them
achieve fiscal security through their retirement years. Wes joined
his father about five years ago, and together with the help of
office manager, Nicole Obarto, the team takes a holistic,
education-driven approach to wealth management.
“Our firm is a bit different in the sense that all our clients
are nearing or in retirement, and our focus is on helping them make
the most of their money – whatever their goals might be,” Mitch
said. “Getting to know our clients, their retirement aspirations
and their understanding of the financial planning process is a big
part of what we do. We really enjoy taking the time to sit down
with each client to put together a comprehensive plan to help their
money work for them throughout their golden years.”
Looking to elevate their clients’ experiences, along with their
desire for more autonomy, the Guardian Partners Wealth Management
team interviewed several firms before selecting LPL as the best fit
for their business.
“Partnering with LPL means freedom, and that’s exactly what we
were looking for,” Mitch said. “With LPL, we will be able to offer
the solutions and products that make the most sense for our
clients, allowing us to provide a next-level experience. And with
LPL’s innovative offerings, like Admin Solutions and Marketing
Solutions, we will be able to get the help we need to grow our
business our way.”
Scott Posner, LPL Executive Vice President, Business
Development, said, “We welcome Mitch, Wes and Nicole to the LPL
community and are honored to support the launch of Guardian
Partners Wealth Management. At LPL, we are committed to helping
advisors visualize and develop their perfect practice by offering
streamlined and integrated business solutions and personalized
support to help them create an elevated experience for their
clients. We look forward to supporting this team for years to
come.”
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving more than 22,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") firms nationwide. We are steadfast in our commitment to the
advisor-mediated model and the belief that Americans deserve access
to personalized guidance from a financial professional. At LPL,
independence means that advisors and institution leaders have the
freedom they deserve to choose the business model, services and
technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have
the freedom to manage their client relationships, because they know
their clients best. Simply put, we take care of our advisors and
institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial
LLC ("LPL Financial"), a registered investment advisor. Member
FINRA/SIPC. LPL Financial and its affiliated companies provide
financial services only from the United States. Guardian Partners
Wealth Management, LLC and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors”
and “advisors” are used to refer to registered representatives
and/or investment advisor representatives affiliated with LPL
Financial.
We routinely disclose information that may be important to
shareholders in the "Investor Relations" or "Press Releases"
section of our website.
*Value approximated based on asset and holding details provided
to LPL from mid-2023.
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