Our Independence is Your Advantage
As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.
As an independent investment advisory firm we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives. We spend our time developing customized solutions for the unique challenges you face.
Our independence is supported by LPL Financial. LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
* Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
The Value of a Second Opinion
If you have questions about your financial future or your current advisor’s motivation, Flagship Harbor Advisors will be happy to provide you with a no-obligation second opinion. The independent advisors at Flagship Harbor always put your interests first. Talk to us about the importance of long-term planning with a focus on capital preservation. We invite you to discover the value of independent, professional advice coupled with deep experience and unparalleled service.
