Guiding Principles

Since the firm’s founding in 1987, we have been guided by a 100% commitment to the welfare of our clients. While others in our industry fought proposed DOL legislation that would require all retirement advisors to act solely in the best interests of clients, we embraced it. Rule or no rule, we will always put the client’s best interest ahead of our own and that of our firm.

Over the decades, we have assembled a team of professionals who are servant leaders. Our brain trust now includes an incredible group of more than 30 experienced professionals and support staff, including CFP’s, EA’s, and MBA’s. We work collegially and as a result our clients benefit from a multidisciplinary approach to meeting their goals. Whenever a situation arises, chances are good that someone on staff has already experienced this and can help clients navigate through it.

We base our advice on time-tested teachings in the Bible—financial principles that work for believers and non-believers alike. The Scriptures also direct our personal conduct, calling us to a high standard of honesty and service. Financial Management’s client-focused approach also led us to affiliate with LPL Financial, the largest independent broker-dealer in the country. LPL exists for independent advisors who want to be able to offer all the best products and solutions in the marketplace. LPL provides access to cutting edge technology and platforms, does not have sales quotas, and does not incentivize advisors to sell a certain investment over another.

Who We Are

Who We Are

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Our Values

Who Is LPL Financial?

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