Resolute Wealth Planning is proud to work with LPL Financial, one of the largest independent financial services firms in the United States.

 

LPL Financial's Role

 

LPL Financial provides the platform, technology, and custodial services that help support our work with clients. This includes things like:

  • Safekeeping of client assets

  • Account statements and online account access

  • Trading, reporting, and compliance oversight

 

Our Independent Relationship

 

Resolute Wealth Planning is an independent financial planning firm. That independence allows us to work in our clients’ best interests while using LPL Financial as a trusted service partner.

This relationship provides the best of both worlds:

  • Personalized, relationship-driven advice from Resolute Wealth Planning

  • The resources, security, and scale of a nationally recognized financial firm

 

Why This Matters for You

 

Working with LPL Financial helps provide:

  • Strong regulatory oversight

  • Secure custody of your assets

  • Reliable technology and reporting

This relationship allows Resolute Wealth Planning to provide independent, personalized financial planning while leveraging the custodial and operational support of LPL Financial.