Tennant Financial Joins LPL Financial's Dynamic Team
Exciting Partnership Between Tennant Financial and LPL Financial
TENANT FINANCIAL has officially joined the LPL Financial broker-dealer and Registered Investment Advisor (RIA) platform. With an impressive portfolio of approximately $1.3 billion in advisory, brokerage, and retirement plan assets, Tennant Financial brings valuable experience and insight from their previous association with Northwestern Mutual.
About Tennant Financial's Leadership
Leading the Tennant Financial team are seasoned professionals Steven Tennant, CFP®, Jeremy Berry, CPA, and Ryan Wade, MBA, CFA®. Their competitive advantage lies in decades of collective experience in the financial services sector, having collaborated since 2000. Countering the complexity of financial planning, they aim to provide accessible and effective solutions for clients not just in New England but across the nation.
Understanding Client Needs
What sets Tennant Financial apart is their holistic approach to financial management. They cater to high-net-worth families, corporate executives, business owners, and medical professionals, ensuring that they create tailored strategies that resonate with their clients' specific life stages and transitions. Their primary goal is to provide clarity, integrating all aspects of financial planning such as retirement, investments, estate taxes, and charitable initiatives.
Translating Client Ambitions into Structured Plans
“Understanding our clients is fundamental,” said Tennant. “By recognizing their aspirations and hurdles, we can design personalized strategies and roadmaps for lasting success. Our aim is to bring order and simplicity, acting as a personal CFO for those we serve.”
Why the Shift to LPL Financial?
The decision to partner with LPL Financial was driven by Tennant Financial's aspirations for greater independence and advanced technology access. Their team includes a diverse range of professionals, all eager to leverage sophisticated technological solutions for their clients’ advantages. With the rapid technological advancements observed in recent years, they are excited to adopt AI and other innovations that will enhance their advisory capabilities.
Commitment to Excellence
Jeremy Berry expressed that adopting LPL's resources positions them better to satisfy their clients' needs now and in the future. “We’re thrilled to leverage LPL's technology and integrations, making it easier to support our clients and improve our advisory services,” he stated.
Welcoming the New Team to LPL
Scott Posner, Managing Director of Business Development, warmly welcomed Tennant Financial to LPL, emphasizing the company’s commitment to providing cutting-edge technology and comprehensive solutions to help advisors enhance their practices. This fresh chapter at LPL is viewed as a significant step toward fostering innovative financial solutions for their clientele.
About LPL Financial
LPL Financial Holdings Inc. (NASDAQ: LPLA) is recognized as one of the premier wealth management firms in the United States. With over 29,000 financial advisors and about 1,100 affiliated financial institutions, it oversees approximately $1.9 trillion in brokerage and advisory assets. The firm offers a variety of flexible advisor affiliation models, investment solutions, fintech tools, and dedicated practice management services to empower advisors to optimize their business models.
Flexible Solutions for Advisors
LPL provides a customized option for advisors, allowing them to select the specific services and technology that best fits their practice, making it easier for them to thrive and achieve sustainable growth.
Media Contact
For inquiries, reach out to the media relations team at: Media.relations@LPLFinancial.com.
Frequently Asked Questions
What is the main focus of Tennant Financial?
Tennant Financial emphasizes providing personalized financial strategies to high-net-worth clients, ensuring comprehensive support across various financial needs.
Why did Tennant Financial choose LPL Financial?
The decision was influenced by their desire for increased independence and the access to advanced technology that LPL Financial offers, enhancing their ability to serve clients.
How experienced is the Tennant Financial team?
The team has a combined 75 years of financial service experience, having collaborated effectively since 2000.
What services do they provide?
Tennant Financial provides a range of services, including retirement planning, investment management, estate taxes planning, and charitable giving strategies.
What makes LPL Financial a leader in wealth management?
LPL Financial is known for its comprehensive advisor models, innovative technology, and the ability to cater to a diverse array of financial advisors and institutions, thereby supporting sustainable practice growth.
About The Author
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