Dayton, Ohio
(937) 877-1280
Helping people create, manage, and preserve wealth.
LPL Vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice.
LPL provides WMG and 13,500 other financial advisors with an integrated platform of proprietary technology, brokerage, and investment advisory services. LPL has been committed to its customers for more than 20 years.
For more information on LPL Financial please visit their website.
WMG requires our advisors to operate as “fiduciaries” for our clients.
What is a fiduciary? A fiduciary is an advisor who must act in your best interest.
WMG advisors must do their best to ensure their advice is informed by complete information, which means looking into all potential options for a client. Advisors are also required to avoid and disclose any conflicts of interest, and always aim to execute trade orders at the lowest price and with the most efficiency.
If you’re looking for a financial professional that will always put your interests first, you’re in the right place.
Our team will work with you to determine the best plan or strategy to pursue your retirement goals.
Gain confidence by knowing you’re prepared for your financial future.
Our team will work with you to develop a comprehensive tax minimization plan.
