LPL Financial LLC announced today that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury, part of Osaic (formerly Advisor Group).
Located in Greenwood Village, Colo., Blue Sky Wealth Management was formed in 2016 when Di Biasi and McElheny merged their individual practices. With more than four decades of wealth management experience between them, the pair prides themselves on developing personalized strategies to address their clients’ financial goals and objectives, using the most efficient methods available. “No one strategy works for everyone, which is why each client gets our undivided attention – from planning to execution to follow-up,” McElheny said.
It was their client-first commitment that led the Blue Sky Wealth Management team – which also includes advisors Leor Getzel and Bill Simmermon – to LPL Financial.
(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/lpl-financial-welcomes-blue-sky-wealth-management.html)