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Organizations We Work With
We work with organizations that offer tools and investments for our clients. They value diversity, equity, and inclusion. Please visit the links below to learn more.
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 objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, please visit www.lpl.com.
Edmond Wealth Management is an independent wealth management firm affiliated with the Wealth Consulting Group (WCG), an independent registered investment advisor (RIA) firm headquartered in Las Vegas, Nevada, with offices conveniently located across the country.
WCG serves as our office of supervisory jurisdiction and provides Edmond Wealth Management with access to certain services and capabilities that complement our existing team and offering. WCG enables us to serve a broader range of highly specialized and complex client needs, including access to WCG professionally managed model portfolios.
eMoney Advisor is a comprehensive financial planning software application that offers clients both, goals-based and cash-flow-based, analyses and projections.
We believe that the freedom to explore new ideas, reimagine new ways of doing things, and solve problems is what drives us forward. From continuous advancements in our core products we foster innovation across the company. And we are committed to continually adding value for our clients through technology solutions and services.
The Financial Planning Association® (FPA®) is the primary membership organization for financial planning practitioners who want to master the practice of financial planning, and who are committed to shaping the future of the profession.
The AFCPE® mission is to ensure the highest level of knowledge, skill, and integrity of the personal finance profession by certifying, connecting, and supporting diverse and capable professionals who serve communities worldwide.