Financial Planning Services for Advisors

As an advisor, financial planning is one of the most valuable services you can offer your clients. At LPL Financial, we offer advisors like you the tools, resources, and support you need to be a successful financial planning professional.

Differentiate your practice

Enhance Your Financial Planning Services

When you choose LPL Financial, you’ll have direct access to valuable resources to help you deliver quality planning services for your clients.

We offer:

  • Access to in-house planning professionals, including specialists in important areas such as taxes and estate planning, to help you strategize to address the unique financial goals and needs of each client
  • Opportunity to charge separately and directly for financial planning through the LPL RIA
  • Discounted and integrated access to industry-leading financial planning software tools
  • Opportunity to hire LPL to construct plans for you
smiling diverse senior couple dancing together

LPL Advisor Insights

As an advisor, growing your financial practice means having a continuous commitment to learning and evolving. Read through actionable strategies and insights you can use to efficiently run your business, as well as the latest news and updates from LPL Financial.

illustration, three advisors in meeting looking over the numbers on screen

Advisory Practice Valuation: What Buyers Want

| LPL Financial

illustration, a network of advisors in bubbles with two shaking hands

Competing on Trust: Brand Strategies for Advisors

| Kimberly Sanders, Head of Business Solutions Strategy & Growth, LPL Financial

illustration, advisor with briefcase running down track to end point

Rethinking Banking & Lending in Your Advisor Practice

| LPL Financial

illustration, advisors celebrating a win raising gold cup in air

Scaling Your Advisory Firm: Strategies for Sustainable Growth

| LPL Financial

illustration, four advisors looking over information on a screen

Advisor Liquidity Planning: Strategies for Growth

| LPL Financial

illustration, two advisors celebrating with a high five

5 Ways Advisors Can Build Client Confidence in Investing

| Tara Popernik, CFA®, CFP®

View More

Other LPL Offerings 

Private Trust

LPL provides trust services through The Private Trust Company, N.A., enabling you to offer quality trust administration services to your clients.

Learn More

Paraplanning

Launch, enhance, or scale your financial planning practice through added-value consultation and plan production by a team of planning professionals.

Learn More

Banking & Lending

LPL enables advisors to deliver holistic wealth management by providing a suite of banking solutions including credit, cash, and transactional capabilities.

Learn More

Disclosures

For Financial Professional Use Only