Broker Check

Relationship with LPL

LPL Financial is the number one independent broker/dealer in the United States* and manages more than $488 billion annually (as of June 30th, 2016). It has over 14,000 affiliated financial advisors; among those are the advisors of Diversified Wealth Management Group.

At Diversified Wealth Management Group, our philosophy is to provide superior service to each of our clients. It is this philosophy that motivated us to become affiliated with LPL Financial.

Because LPL Financial does not offer any proprietary investment products, we are able to hand select from the broad range of securities and insurance products available to create a customized investment plan to meet your specific planning goals and needs.

Sometimes the world of investments and planning can feel overwhelming. We are here to simplify the process and create the best of both worlds; the ability to provide individualized and personalized attention to our clients while having all of the necessary resources right at our fingertips.

We look forward to working with you.

*Based on total revenues as reported by Financial Planning Magazine June 1996-2016.