Our Affiliations

National Wealth Management Group (NWMG) is a premier hybrid RIA platform founded by successful advisors for successful advisors.

As advisors serving clients in a constantly evolving industry, it is important to partner with a firm that embraces flexibility.  Flexibility requires independence from rigid business models and cost structures.  It also means redefining independence from a self-reliant effort to a collaborative, aligned effort.   

NWMG provides us access to fee-based, brokerage and insurance platforms in addition to an array of support packages, from the comprehensive to the essentials.   Our partnership with them gives us economies of scale, reduces our overhead costs (allowing us to provide lower fees to our clients) and unlocks new forums of knowledge and experience.  

For more information about National Wealth Management Group, visit www.nwmgadvisors.com.

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.

For more information about LPL Financial, visit www.lpl.com.