Horizon Capital Advisors Enhances Growth with LPL Financial
In an exciting development, LPL Financial LLC has confirmed that eight financial advisors from Horizon Capital Advisors have joined their esteemed broker-dealer, Registered Investment Advisor (RIA), and custodial platform. This transition represents a significant shift for the advisors, who manage around $450 million in advisory, brokerage, and retirement plan assets. The team previously operated under Osaic, marking a new chapter in their journey.
A Legacy of Expertise
The leadership at Horizon Capital Advisors boasts a rich background, with partners Brett Deuth, CRPC®, J. Brock McClain, CFP®, and Brian Watts, CFP®, spearheading a practice that has deep roots extending over the last 50 years. Their headquarters is in Overland Park, accompanied by additional offices in other locations. The team also includes accomplished advisors like Brian Perley, CFP®, Bennett Long, CIMA®, AIF®, CRPS®, Cindy Gettel, Melissa Proffitt, and Michael Sisson.
Focused On Client Success
Each advisor at Horizon Capital Advisors shares a unified vision, emphasizing holistic, goals-based proactive wealth management. Deuth has articulated their commitment to providing personalized financial plans and disciplined investment strategies tailored to family and business needs. The team places a high value on collaboration and building long-lasting relationships with their clients, striving to guide them toward achieving financial independence.
Making the Move to LPL Financial
The decision for Horizon Capital Advisors to partner with LPL Financial derives from their quest for superior service delivery, operational efficiencies, and an advanced technology platform. The advisors recognize the wealth of tools offered by LPL that enhance client services and provide increased value in their consultations.
Investing in Technology and Services
According to Brian Watts, their move to LPL translates to gaining the stability and resources expected from a Fortune 500 company. LPL Financial has committed substantial investments toward industry-leading technology and strategic business resources, aiding firms like Horizon Capital Advisors in streamlining operations and enhancing client engagement.
Client-Centric Approach
J. Brock McClain highlights LPL’s dedication to a client-centric mission, which resonates well with Horizon’s values. He notes that LPL’s approach is largely shaped by advisor feedback, creating a more intuitive business environment. The team members are eager to embrace the future as they expand their practice with LPL Financial.
A Welcome Addition to LPL Financial
Scott Posner, Executive Vice President at LPL Business Development, has extended a warm welcome to Horizon Capital Advisors, recognizing them as a valuable addition to their wealth management community. His remarks underscore LPL’s commitment to delivering cutting-edge technology and comprehensive solutions that empower advisors to stand out in the marketplace and enhance client satisfaction. Expectations are high for a fruitful partnership that benefits both firms and their clients.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) stands out as one of the fastest-growing wealth management firms in the U.S. With nearly 29,000 financial advisors among its ranks, LPL serves the wealth management needs of around 1,200 institutions, overseeing approximately $1.7 trillion in brokerage and advisory assets. They provide a diverse range of advisor models, investment solutions, fintech tools, and management services, ensuring flexibility and support for advisors in running successful businesses.
Keeping Clients Informed
For additional insights regarding LPL Financial and their offerings, clients and advisors are encouraged to reach out or visit their website. The firm prioritizes transparency in its operations, regularly updating stakeholders on significant information related to performance and services.
Frequently Asked Questions
What prompted Horizon Capital Advisors to join LPL Financial?
The transition was motivated by a desire for enhanced service experiences, office efficiencies, and a robust technology platform.
Who are the key figures at Horizon Capital Advisors?
The firm is led by notable financial advisors including Brett Deuth, J. Brock McClain, and Brian Watts.
What does LPL Financial offer to its advisors?
LPL provides a variety of tools and resources for financial advisors, including technology solutions and business development support.
How does the partnership benefit clients?
The collaboration enhances service delivery and creates opportunities for more personalized financial planning for clients.
What is LPL Financial's market standing?
LPL Financial is recognized as one of the leading wealth management firms in the U.S., servicing a large network of financial advisors.
