November 1, 2021
LCG Financial Partners, a newly formed division of Lucia Capital Group serving independent financial advisors, announces its first advisor team partnership since joining LPL, the Accardi Financial Group (AFG). Accardi Financial Group is comprised of the father-daughter-son team of Joe Accardi, Danielle Accardi and Damon Accardi.
Raymond J. Lucia, Jr., CEO of Lucia Capital Group, said, “It is a pleasure working with the team at Accardi Financial Group. It’s clear they have an incredible business centered with deep personal family-like client relationships. I look forward to working with the Accardis as we continue to expand LCG Financial Partner’s footprint on the east coast.
Founded in 1990 and based in Wilbraham, MA, Accardi Financial Group is an independent and family-owned firm. The Accardi team focuses on providing comprehensive wealth management services for executives, young professionals and retirees. As Wealth Architects, the Accardi Financial Group designs, develops, and coordinates long-term planning and investment strategies to help their clients build wealth and enjoy fulfilling retirements.
For over a decade, they have provided their clients with retirement strategies using an approach called Advanced Time Segmentation (ATS). Originally based on The Bucket Strategy®, Advanced Time Segmentation is a strategy that segments portfolios into “multiple buckets” that correspond to various stages of retirement based on evolving income needs: money that’s needed now, money that’s needed later, and money that’s designated for the long-term and a potential future legacy.
“We always put our clients’ best interests first, a mission we achieve by forming long-lasting personal relationships with them. We believe we provide our clients with industry-leading customer service, helping them achieve clarity about their financial futures through a unique strategic approach to retirement planning and wealth management.” – Joseph N. Accardi, Founder and Chairman
“We extend a warm welcome to Joe, Danielle, and Damon and are honored to support their journey,” said Joseph P. Lucia, President of Lucia Capital Group. “Independence is a thread that runs through everything we do at Lucia. We are committed to supporting the advisor’s vision for their practice through our differentiated services, integrated technology, innovative business resources and our partnership with LPL Financial.”
About LCG Financial Partners
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®. For more information on LCG Financial Partners, visit https://www.lcgfinancialpartners.com
About Accardi Financial Group
Accardi Financial Group was founded in 1990 with a singular vision: achieve outstanding long-term investment results for clients through personalized plans that reflect their financial needs, acceptable risk parameters, and investment time frame. At Accardi Financial Group, the clients’ best interests come first, a mission achieved by forming long-lasting personal relationships. They provide clients with industry-leading customer service, helping them achieve clarity about their financial futures through a unique strategic approach to retirement planning and wealth management. For more information about Accardi Financial Group, visit https://www.accardifinancialgroup.com