Independent Advantage

We know that managing your wealth and planning for important goals like retirement and estate planning can be complex and time consuming. You require an collaborative partner you can trust to bring the right experience and resources when pursuing your financial goals.

As an independent firm, Provider Financial has access to independent research and a comprehensive array of tools, resources and technology. We have the freedom to offer professional financial guidance and a wide variety of independent investment recommendations.

Working with LPL Financial

We believe that independent investment advice is critical to our clients’ financial security, which is why we chose to align with LPL Financial as our broker/dealer. We work with LPL Financial to create a practice that allows us to implement our philosophy and set our own standards for client service.

About 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 more than 18,000 financial advisors, 800 institution-based investment programs and 450 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. For more information about LPL Financial, visit www.lpl.com.

*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 June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)