Independence:

We are independent financial advisors with LPL Financial – the largest independent broker/dealer in the nation*. LDFwealth has no “hidden agenda” or drive to sell any particular financial product. Our firm puts our clients’ interests first.

Knowledge and Expertise:

Several advisors at LDFwealth hold professional designations in financial planning. Perry Dougherty, Lester Lee, and Michael W. Patterson are CERTIFIED FINANCIAL PLANNER™ Professionals, and David Heltz has earned the designation of ChFC, which requires extensive continuing education each year. Our advisors complete continuing education programs for all financial advisors to ensure they fully understand the latest available investment strategies and financial strategies.

Comprehensive Financial Planning:

LDFwealth believes it is important to take a holistic approach to financial planning. We aim to assist in all aspects of our clients’ financial situation. We provide our clients with “in-house” guidance for matters of tax planning, investment planning, retirement planning, insurance planning, education planning and estate planning. In the event we are unable to provide needed experience, we consult with our trusted affiliates including local CPA firms and attorneys.

We are aware that financial planning is an on-going, dynamic process. We offer our clients periodic service meetings, portfolio rebalancing and retirement planning. As your needs change, our investment strategy will change to address your current financial situation.

“Open Architecture” Investment Platform:

As independent advisors we have access to mutual funds, ETFs, and alternative investments through our fee-based asset management programs. Free from the constraint of proprietary products and investment banking relationships, we are able to work with our clients to determine which investment options are best suited to their unique financial situation.

Competitive Rates and Pricing:

LDFwealth seeks to offers their clients the opportunity to work on a fee-basis. This allows us to offer objective financial advice and align our goals with our client’s goal – growing your assets. Through LPL Financial’s fee-based programs we are able to adjust your investment portfolio without requiring you to pay any commissions. Most importantly, since annual fees are based on total assets under management, fee-based asset management ties our compensation directly to the performance of your account.

Exceptional Personal Service:

LDFwealth offers what we believe is exceptional personal service. Each client works directly with their individual advisor when making investment decisions. In certain circumstances, a team approach may be needed. We identify what is important for each client, clearly define the objectives, and offer a high level of service. The needs and goals of each client vary, but our goal remains the same: to provide unparalleled client service.

Let us show you how LDFwealth Financial Group will set a new standard for your finances.

*As reported by Financial Planning magazine June 1996-2018 based on total revenues.