Who is LPL Financial?

Proper Planning & Wealth Management is an independent financial advisory practice. We run our business independently and work directly for our clients (not for a brokerage or bank), and we partner with LPL Financial for clearing, custody, and technology support.

LPL is one of the nation’s largest independent broker-dealers, with over $1.9 trillion in brokerage and advisory assets*, serving 7 million client accounts* through more than 29,000 financial professionals and 1,100 financial institutions. This relationship allows me to provide you with the personalized advice of an independent advisor, backed by the scale, security, and resources of a Fortune 500 firm. *as of June 30, 2025