About LCG Financial Partners
Who we are and how we can help you.
Who we are
LCG Financial Partners is a $2 billion wealth management platform business affiliated with LPL Financial. LCG Financial Partners provides independent financial advisors with access to a community of like-minded advisors, in-house asset management, advisor technology platform, transition assistance, digital marketing, prospective client referrals, and their flagship retirement income illustration program, The Bucket Strategy®.
LCG Financial Partners provides independent financial advisors with access to a community of like-minded advisors along with in-house asset management, a unique advisor technology platform, transition assistance, digital marketing, prospective client referrals, and our flagship retirement income illustration program: The Bucket Strategy®.
Our sole purpose is to help financial advisors grow their practice more quickly, efficiently, and profitably through the use of our multi-faceted platform, where they are free to choose as many–or as few–services that they need.
We're just like you
We offer a platform to independent financial advisors affiliated with LPL Financial (or those LCG Financial Partners offers financial advisors who are seeking to affiliate with LPL) that allows them to make use of any or all of our established services: a community of like-minded advisors, in-house asset management, an advisor technology platform, transition assistance, digital marketing, prospective client referrals, and our flagship retirement income illustration program, The Bucket Strategy®.
Additionally, financial advisors have the flexibility to choose to be compensated as either a W-2 or 1099 advisor under their own brand. We believe financial advisors who work with our platform can provide their clients a better experience, save time, increase their firm’s top, and bottom line.
Team
Chairman & CEO
President
Practice Management
Chief Operating Officer
Advisor Support
Chief Financial Planning Officer
Practice Management
Senior Vice President, Financial Planning
Practice Management
Portfolio Manager
Investment Management
V.P. of Business Development
Chief Technology Officer
Technology
Director of Marketing
Marketing
