I own a boutique financial advisory firm just outside of Philadelphia, affiliating with LPL Financial. I am a hybrid IAR, which enables me to work with clients in a fee-based, commissioned based and/or hourly arrangement. I pride myself in a high level of communication to my clients, during all market cycles. I use a variety of mutual funds, ETF's, individual stocks, CD's & individual bonds to achieve the client goals.
My goal on Succession Link is to grow my firm with advisors who are looking for a succession plan and/or would rather be in a group environment. I currently have 3 private offices available.