EverMark Investment Partners Elevates Client Experience with LPL
EverMark Investment Partners: A New Chapter Begins
In the vibrant financial landscape, a new player has emerged. EverMark Investment Partners has launched, focusing on providing exceptional financial advisory services. Their affiliation with LPL Financial, a distinguished name in the industry, signifies a commitment to clients seeking personalized investment options and enhanced service experiences.
The Dynamic Team Behind EverMark
Based in San Diego, EverMark is spearheaded by experienced financial advisors Matthew Sweeney, CFP®, John Folsom, and Tanner Carter, CFP®. These professionals collectively bring decades of financial industry expertise, having worked together since 1996 to create a client-centric approach to wealth management. With a focus on long-term relationships, nearly half of their clients come from multigenerational backgrounds, showcasing their dedication to serving families over time.
A Team Built on Trust and Experience
Sweeney emphasizes the importance of direct communication and mutual respect in their practice. "When clients work with us, they benefit from our extensive experience and active approach to portfolio management," he shares. This emphasis on trust and transparency is pivotal in maintaining the confidence clients place in their advisory team.
Why Choose LPL Strategic Wealth?
EverMark's decision to affiliate with LPL’s Strategic Wealth division allows them access to a comprehensive suite of support services designed specifically for independent advisors. This model combines the autonomy of owning their practice with invaluable operational resources, enabling them to focus entirely on their clients' needs.
Integrated Services for Success
The resources provided under LPL Strategic Wealth include advanced technology platforms and streamlined operational support. Advisors benefit from a dedicated team consisting of business strategists, marketing partners, and more, fostering a collaborative environment that enhances client services. This strategic model ensures that EverMark can prioritize client relationships and navigate complex financial landscapes seamlessly.
Becoming the 50th Team in the LPL Community
Joining LPL Strategic Wealth not only signifies a milestone for EverMark but also reflects their alignment with a broader community of like-minded advisors. With this move, they become the 50th team to join LPL's innovative model, which is tailored for growth-oriented advisors.
Transformative Solutions for Today’s Challenges
Folsom highlights that LPL’s model stands out by integrating the best aspects of being a Registered Investment Advisor (RIA) with the logistical support needed for success. This transformation allows them to own their business, maintain client relationships, and choose the technology and services that suit their practice best.
The Future is Bright for EverMark
With LPL’s cutting-edge technology and strategic resources, the EverMark team is well-positioned to deliver innovative investment solutions to their clients. Carter expresses confidence in their decision to move to LPL, stating that this partnership is pivotal not just for business growth, but also for enhancing the experience their clients receive.
Looking Ahead
Scott Posner, LPL's Managing Director of Business Development, welcomes the EverMark team. He emphasizes LPL’s role in helping advisors succeed by providing the essential support needed to navigate today’s complex financial environment. The collaborative nature of LPL empowers teams like EverMark to thrive while maintaining their personalized service ethos.
Frequently Asked Questions
What services does EverMark Investment Partners offer?
EverMark provides financial advisory, brokerage, and retirement plan services, focusing on personalized investment strategies for their clients.
How does LPL Strategic Wealth support independent advisors?
LPL Strategic Wealth offers operational resources, technology support, and a dedicated team to help independent advisors focus on their clients and grow their business seamlessly.
Who are the key members of the EverMark team?
The EverMark team consists of experienced advisors Matthew Sweeney, John Folsom, and Tanner Carter, complemented by Senior Investment Associates Nomah Cronk and Kristin Garnica.
What is the significance of joining LPL Strategic Wealth?
Joining LPL Strategic Wealth enables EverMark to gain independence while benefitting from comprehensive support, placing them among a community of growth-oriented advisors.
What can clients expect from EverMark?
Clients can expect a collaborative approach to wealth management, characterized by trust, transparency, and tailored investment solutions designed to meet their unique financial needs.
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