Strategies That Seek to Maximize Your Future Security

Leading Edge Wealth Advisors, LLC is a comprehensive Wealth Management firm. With over 80 years of combined experience, our team manages more than $300 million of assets as of January 2016.

As an independent wealth management firm, we use a unique, team-driven approach that keeps our clients in constant control. Our fee-based management through LPL financial allows us to sit on the same side of the table to pursue your financial goals. Above all, we strive to constantly communicate progress, identify changes in your life’s goals, and adjust your financial plan accordingly.

We believe that today’s volatile economic environment requires a team-based approach to be successful. Combined with LPL Financial’s proprietary technology, brokerage, and investment advisory services, we offer our clients aconsiderable depth of resources.

LPL Financial

LPL Financial was founded with a pioneering vision to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today LPL Financial provides an integrated platform of proprietary technology, brokerage, and investment advisory services to over 14,000 financial advisors as the nation’s largest independent broker/dealer as reported by Financial Planning magazine June 1996-2015 based on total revenues, making them a leading distributor of financial products in the United States, . In addition, LPL Financial supports over 4,000 financial advisors with customized clearing, advisory platform, and technology solutions.

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