Barlow Capital Advisors Takes Strategic Leap with LPL Financial
Barlow Capital Advisors Joins LPL Financial
LPL Financial, a noted player in the wealth management sector, has proudly welcomed R. Brennan Barlow, AAMS™, and his team from Barlow Capital Advisors to their esteemed platform. This collaboration marks an exciting chapter as Barlow transitions from Raymond James to LPL Financial, bringing with him a wealth of experience and a significant portfolio.
A New Beginning for a Family-Owned Practice
Based just outside Dallas, Barlow established Barlow Capital Advisors in 2009 after realizing a dream to create a family-oriented independent wealth management practice. With nearly a decade in the financial services industry, he understood the importance of personalized service. Together with Senior Client Service Associate Keri Alanis and his wife Amanda Barlow, they aim to provide comprehensive wealth management focused on client's financial wellness.
A Holistic Approach to Wealth Management
Barlow believes in three key principles he refers to as the ‘Three P’s’: Protect your wealth, preserve your lifestyle, and prevent surprises in retirement. His mission is to educate clients throughout the wealth management process and ensure strategies align with their financial aspirations. This dedication to client education sets Barlow apart as he forges lasting relationships built on trust and transparency.
Empowering Autonomy through LPL Financial
Seeking increased autonomy in business operations, Barlow Capital Advisors chose to partner with LPL Financial. This decision aligns with their goal of enhancing both service quality and client experience.
Barlow expressed his excitement, stating, “LPL offers unmatched flexibility and service options that will allow me to enhance my current practice.” He believes that this partnership is key to building a business that not only meets but exceeds client expectations.
LPL Financial's Commitment to Advisors
In welcoming the Barlow team, Scott Posner, Managing Director of Business Development at LPL, highlighted the importance of supporting advisors in their growth ambitions. LPL Financial is dedicated to providing sophisticated capabilities and the autonomy that advisors desire to thrive. The firm’s promising framework and support systems will undoubtedly catalyze Barlow Capital Advisors' expansion.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) stands out as one of the fastest-growing wealth management firms in the United States. The firm supports a vast network of nearly 29,000 financial advisors and around 1,200 financial institutions. With approximately $1.7 trillion in brokerage and advisory assets managed on behalf of around 6 million Americans, LPL offers various advisor affiliation models, investment solutions, and fintech services.
Their mission is clear: equip advisors with the necessary tools and resources to manage robust, client-focused businesses. Advisors choosing LPL Financial can select the flexibility needed to cater to their unique practice needs while maintaining control over their business operations.
Contacting Barlow Capital Advisors
For those interested in learning more about the services offered by Barlow Capital Advisors under their new partnership with LPL Financial, inquiries can be sent to their media relations via email.
Frequently Asked Questions
What is the main reason Barlow Capital Advisors joined LPL Financial?
Barlow Capital Advisors sought greater autonomy and flexibility to enhance their business and client experience.
Who is R. Brennan Barlow?
R. Brennan Barlow is the founder of Barlow Capital Advisors and a second-generation financial advisor, focused on holistic wealth management.
What are the ‘Three P’s’ in wealth management according to Barlow?
The ‘Three P’s’ are Protect your wealth, Preserve your lifestyle, and Prevent surprises in retirement.
How does LPL Financial support its advisors?
LPL Financial provides sophisticated capabilities and flexibility, allowing advisors to grow their practices according to their vision.
What is the significance of LPL Financial in the wealth management sector?
LPL Financial is one of the fastest-growing firms in wealth management, serving a vast number of advisors and managing significant assets.
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