Our Partnership

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that independent financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means SmithSandlin Wealth Planning is not pressured or influenced by LPL to sell its products. 

SmithSandlin Wealth Planning is your partner. And at LPL, we’re theirs. LPL has been in business for over 30 years, and currently support approximately 5.7 million client accounts, with over $1 trillion in brokerage and advisory assets custodied (as of 12/31/21). That means we’re able to provide stability to our advisors’ practices—and assurance for you that your funds are in good hands.

But numbers aside, we’re a values-driven company at heart. And we believe that a better investment experience begins with independent advice. That means that when your advisors partner with LPL, they have true freedom. Freedom to build their own personal relationships with clients. Freedom to choose the business model and practices that work best for them. Freedom to recommend only the investment strategies that they believe will best serve clients.

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