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
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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.

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6 Steps to Building a Strong Financial Advisor Marketing Plan

| LPL Financial

Illustration, four advisors, three sitting on clouds working on laptops

AI in Wealth Management: A Guide for Financial Advisors

| Gary Carrai, Chief Product Officer, LPL Financial

illustration, four advisors looking over information on a screen

5 Retirement Policy Trends Advisors Should Watch

| Micheal Doshier, Senior Vice President, Retirement Partners

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Building an Advisor Business That Supports Every Future

| LPL Financial

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7 Tax Planning Conversations Advisors Need with HNW Clients

| LPL Financial

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How to Know It’s Time to Sell Your Financial Advisory Practice

| Jeremy Holly

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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.

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Paraplanning

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

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Banking & Lending

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

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Disclosures

For Financial Professional Use Only