LPL Financial LLC announced today that financial advisors Larry Lytle, CFP®, and Zach Lytle, CEPA®, have launched an independent practice, Wiser Advisor Group, LLC (“Wiser Advisor”), and joined LPL Financial’s broker-dealer, RIA and custodial platforms. The advisors reported having served approximately $130 million in advisory, brokerage and retirement plan assets* and join from RBC Wealth Management.
Based in Phoenix, Wiser Advisor was co-founded by managing partners Larry and son Zach. The father-son duo have worked together since 2018 and said their close relationship and shared passion for client success led them to start an independent practice. The advisors focus on three primary service areas: philanthropy and charitable giving, succession planning and individual wealth planning.
By design, the team maintains a modest client base of approximately 200, which gives them more time to develop hyper-focused, deep relationships. “We work with a range of clients, from families to non-profits,” Zach said. ”We understand each individual has unique goals and challenges and deserves A-list treatment. It’s vital we give everyone the attention they deserve.”
Larry and Zach take a multi-generational approach to client financial well-being, believing “two minds are better than one,” Larry said. “Zach and I see things differently and by leveraging our unique perspectives, we deliver more holistic financial plans for multiple generations. It’s a reflection of our father-son dynamic and close working relationship.”
Why they chose LPL Financial
“Everything we do is for our clients, and we need to partner with a company as customer-centric and flexible as we are,” Larry said. “LPL’s open platform and adaptive technology allow us to individualize our approach to each client. We have the best tools available at our fingertips.”
Zach added, “LPL gives us options to service new areas, offer enhanced advice and go deeper to prepare our clients’ financial futures. Importantly, our clients will find it easier to communicate with us through digital technology like e-signatures, texting and a single, integrated platform. We can become more effective than ever before.”
LPL Executive Vice President, Business Development, Scott Posner stated, “We are proud to welcome Larry and Zach to LPL Financial and are honored to be part of their journey to independence. In an increasingly challenging business environment, LPL is committed to simplifying day-to-day operations and helping financial professionals build efficient, flexible practices on their own terms. We look forward to a long-lasting relationship with Wiser Advisor and this father-son team.”
(This news/press release has not been altered by investment.net, apart from the headline, and has been obtained from a syndicated source:- https://www.lpl.com/news-media/press-releases/father-son-wiser-advisor-team-join-lpl-financial.html )