Broker Check

Strategic Alliances

Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. We believe effective wealth management is enhanced by the right partners, so we have carefully analyzed who to align ourselves with.

These firms strengthen our relationship with you by providing the resources we need to better serve you. We think it’s important for you to know who these partners are and why we have chosen to work with them.

While the firms behind us play important roles in our day-to-day servicing of your needs, the most important relationship we have is undoubtedly with you. We work with these firms to make it easier for us to work for you. Anytime you would like more information about the below firms, please do not hesitate to ask. We want you to feel confident that you understand how we work with and through these firms.

LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.

LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their client's needs.

For more information about LPL Financial, visit www.lpl.com

Geoffrey Johns, and Associates

Geoffrey Johns, and Associates is a full-service accounting firm that focuses on serving the needs of our community with trustworthy accounting principles. Their company specializes in accounting and tax preparation services for a wide variety of clients. You are under no obligation to use the services of Geoffrey, Johns, and Associates, and may choose any qualified professional to provide accounting and tax services. Geoffrey, Johns, and Associates and their services are not affiliated with LPL Financial and SA Piggush Financial Consultants.