Our Team
About LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.
Our Mission
At Navesink Wealth Management we recognize the importance of our being held to the fiduciary standard, providing you with suitable investment management and objective advice. As an independent financial services firm, we focus solely on serving your needs and acting in your best interest at all times. This helps provides you with the confidence you seek to pursue financial independence on your terms.
Advantages of Independence
We partner with LPL Financial, the largest independent broker/dealer,* in the nation for a broad range of operational and custodian services, including the generation of client account statements, access to industry-leading technology and trade clearing services. LPL Financial offers one of the industry’s largest open-architecture, nonproprietary investment platforms.
We have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives that may lead to conflicts of interest. Instead, we spend our time developing customized solutions for the unique challenges you face which serves to keep your best interests in focus at all times.
LPL Financial provides a comprehensive array of tools and resources to independent financial advisors and registered investment advisors, enabling firms like ours to focus on providing you with the objective financial guidance, sophisticated investment strategies and personal service you seek from your advisors.
*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.
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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
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