Apex Private Wealth Advisors Joins LPL Financial for Growth

Apex Private Wealth Advisors Joins LPL Financial for Growth

LPL Financial recently welcomed a dynamic group of financial advisors to its platforms. Among the new members are Brett Howard, CTFA, AAMS™, APMA™, CRPC™, Marco Rivera, APMA™, Brooks Crissey, CFP, APMA™, and Henry ‘Hank’ DesJardins, alongside Ryan Mason. This talented team transitioned from Ameriprise Financial and is poised to enhance the services they provide to clientele managing approximately $650 million in advisory, brokerage, and retirement plan assets.

About Apex Private Wealth Advisors

The Apex Private Wealth Advisors, founded in 2017 by Howard and DesJardins, has progressively grown into a full-service ensemble practice. The team leverages their diverse backgrounds and expertise to deliver a comprehensive suite of financial planning and investment management services to high-net-worth individuals, families, and businesses. Their keen focus includes tax planning, retirement strategies, estate planning, wealth preservation, charitable giving, insurance, and responsible investing.

The Team's Philosophy

According to Howard, the team operates as a tightly-knit family, dedicated to helping clients navigate their financial futures with confidence. The strong relationships they cultivate with their clients are attributed to their commitment to multigenerational wealth planning and high-touch client experiences. The advisors believe in a collaborative approach, ensuring each client receives tailored strategies that align with their unique needs and goals.

Motivation for Partnering with LPL Financial

The decision to partner with LPL Financial was a significant one for the advisors at Apex. They sought an alliance that could provide them with advanced technology, more operational efficiencies, and a broader range of resources to improve client service. Rivera articulated that stepping away from the franchise model was a necessary evolution allowing them enhanced freedom and control over their operations.

Commitment to Independence

The transition not only signifies growth for the Apex team but exemplifies their commitment to independence. Leveraging LPL’s strong reputation and dedication to supporting advisors is expected to enable them to address their clients’ evolving needs better, utilizing the latest tools and support available.

Enhancing Client Experience

Howard expressed confidence in their abilities as advisors while emphasizing the importance of continual improvement. LPL Financial's integrated capabilities are anticipated to streamline operations and enhance the overall client experience. The focus remains consistent: providing exceptional financial advice and services to clients, driven by a desire for excellence.

Welcoming Apex to the LPL Family

Scott Posner, Executive Vice President of Business Development at LPL, shared his excitement about welcoming Apex Private Wealth Advisors to their network. He stated that the commitment LPL has towards offering differentiated capabilities and service experiences will empower advisors to run their businesses more efficiently and productively.

About LPL Financial

LPL Financial Holdings Inc. (NASDAQ: LPLA) stands as a leading institution in financial advisory services. The company operates with the belief that advisors should have the independence to select the models, services, and technology that best suit their business. Catering to over 23,000 advisors, LPL emphasizes the necessity for personalized guidance that Americans deserve in their financial journeys.

Advancing an Advisor-Mediated Model

By advancing an advisor-mediated model, LPL Financial fosters relationships that prioritize client connection and serves to enhance the advisor-client dynamic. Their philosophy prioritizes the flexibility for advisors to fulfill their clients' needs in the manner they deem best. This approach ensures a thriving business model centered around personalized client service.

Frequently Asked Questions

1. Who are the new advisors joining LPL Financial?

The new advisors include Brett Howard, Marco Rivera, Brooks Crissey, Henry DesJardins, and Ryan Mason, all from Apex Private Wealth Advisors.

2. What services does Apex Private Wealth Advisors provide?

Apex specializes in tax planning, retirement planning, estate planning, wealth preservation, charitable giving, insurance, and responsible investing for high-net-worth individuals and families.

3. Why did Apex Private Wealth Advisors choose LPL Financial?

The advisors sought advanced technology, operational efficiencies, and a broader range of resources to better serve their clients.

4. What does LPL Financial offer to its advisors?

LPL provides its advisors with differentiated capabilities, support services, and integrated technology that enhances client experience and operational efficiency.

5. Can clients expect enhanced services from Apex after this transition?

Yes, the transition to LPL is poised to enhance the capabilities they provide in financial planning and client services.

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