Real Estate Support for Strategic Wealth Advisors

If you can dream it, we can help you build it. As a Strategic Wealth advisor with LPL Financial, we provide comprehensive startup support to launch your independent practice with confidence.

Last Edited by: LPL Financial

Last Updated: January 07, 2025

From Square One to Day One

Using your vision as our blueprint, we manage your startup details from finding your location to move in day and everything in between. Our professionals do the heavy lifting so you can stay focused on your clients.

Real Estate

Help find properties that meet your needs, handle lease negotiations, and manage construction details.

Technology

Install a robust technology suite consistent with your needs so you can run an efficient practice.

Ownership

Turn the lease over to you once construction is complete — putting you in total control of your space.

Interior Design

Reflect your unique personality, values, and the experience you want to create for clients and staff.

Marketing

Develop a name, brand, logo, signage, digital presence, and client communications for your practice.

Ongoing Support

Position your new practice for success with ongoing access to legal, HR, technology, and growth teams.

Real Estate Look Book

Spark inspiration to develop an office space that fits your vision with LPL’s customized real estate guide.

Get the Guide

Carnegie Private Wealth

Discover how Carnegie Private Wealth created an inviting luxury office setting with support from LPL.

Read Their Story

Disclosures

For Financial Professional Use Only.