About Us

A New Standard for Your Finances...

LPL Financial of Lanier is committed to delivering superior investment advice and the highest level of customer service. In addition, we are constantly educating ourselves with the best practices and investments to deliver the utmost professionalism. Providing true value is the cornerstone of our practice. Whether you are planning for life after work or the achievement of a short term goal, our objective strategies are designed entirely around you. Amid an increasingly complicated financial arena, we believe achieving your financial goals requires:

An unsurpassed client-discovery process
Solid, objective advice
Unparalleled client service
A commitment to low fees
Easy access to the research, investments and services that best fit your specific circumstances

Independent: The LPL Financial Advantage

The essence of LPL Financial business is providing the highest level of objective financial services and advice. This commitment allows LPL Financial Advisors to concentrate their time and energies on understanding clients’ individual financial goals, not on product quotas and sales goals. Supported by LPL Financial's advanced technology, comprehensive training programs and leading research, LPL Financial of Lanier offers personalized and impartial strategies to the challenges of wealth accumulation and management. Discover more about the LPL Financial Advantage.

Fee-Based Guidance

Fee-based asset management allows you and your financial advisor to share a common goal – to grow the value of your assets. A long-term approach to investing, fee-based asset management ties your advisor’s compensation directly to the performance of your account. Instead of commissions, your advisor earns an annual fee based on the market value of your account. You and your advisor concentrate on what matters most – building an investment portfolio designed to help meet your specific needs.

Flexible Strategies

There is no “one-size-fits-all” strategy. Your unique circumstances and personal objectives dictate the method of investing as well as the types of vehicles chosen to help pursue them. LPL Financial of Lanier is free to offer you investments suited to meet your financial goals.

Keeping up with increasingly complex financial markets demands a high level of expertise and extensive resources. LPL Financial of Lanier has access to world-class research, state-of-the-art technology and comprehensive investment tools. Together, we will map out an investment plan that is tailored to your goals, risk tolerance and time horizon. Learn more about our approach here.

About Us

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Georgia and Florida

LPL Financial, a registered investment advisor. Member FINRA/SIPC