Our Institutional Partner: Objectivity and independent thinking have been the hallmark of advice from Waypoint Wealth Management since its inception. We are not "captive agents," nor do we represent any particular company's products. However, financial advisors require a broker/dealer partnership through which they conduct business. Our professionals are affiliated with LPL Financial, a Registered Investment Advisor. They offer no proprietary investment products, allowing the advisors of Waypoint Wealth Management access to any registered investment option with no conflict of interest. And like us, LPL believes that clients are best served by unbiased advisors.
Of all the options of broker/dealers available to us, we chose LPL because:
- LPL is the #1 ranked independent broker/dealer in the U.S. for twelve years in a row.*
- They are the largest independent broker/dealer in the U.S., assuring us maximum support and flexibility for us and for our clients.
- LPL provides state-of-the-art research services and technology giving us what we need to focus on our clients' lives.
We believe that independence is what gives Waypoint Wealth Management the ability to serve our clients better. Our clients' success is our success because we work for them, not for an institution.
For more information about LPL including important disclosures and financial information visit the LPL website at www.lpl.com. LPL is a member of The Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).
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