Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now. 

*All investing involves risk, including the possible loss of principal.
Advisory programs are not appropriate for all investors. Please carefully review the LPL Financial advisory disclosure document for a full description of our services. There are minimum account size requirements for these programs.
Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.
LPL Financial and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products are offered through nonbank insurance agency affiliates of LPL Financial and are underwritten by unaffiliated insurance companies.

Access Your Account

Review the financial details of your account.

Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.

  • Perry H. Bacon

    President
    Founder

  • Daniel Racicot

    Chief Investment Officer
    Founder

  • Conor Fitzpatrick

    Chief Financial Officer
    Partner

  • Charles Mackay

    Senior Financial Advisor
    Partner

  • David Wiley

    Financial Advisor

  • Ty Gammiere

    Operations Manager

  • Fernanda Camacho

    Office Manager

Remaining Team Members Coming Soon

Contact Us

By submitting this request, you agree that the information you provide may be used by one of our associates from LPL Financial to contact you about LPL Financial's investment products and services. In addition, if you have other LPL Financial products or services, you agree that LPL Financial may share this information with those other LPL Financial businesses or entities.