LPL Business Solutions


Advisors, feel empowered to take care of your clients and run your practice your way and with purpose.


Find everything you need to build your extraordinary business.

Great client experiences create successful businesses. And, great client experiences are the result of effective, efficient, and knowledgeable service. As your business evolves and grows, having a supportive team behind you is essential.

Through LPL Business Solutions you’ll find the strategic partners and industry-leading resources and tools that best support your business, so you can better serve your clients.


Grow your financial practice and optimize your business’ potential with a go-to professional in your corner.


Admin Solutions

Reduce daily tasks and optimize client communication with the help of an industry-experienced and highly-skilled administrative professional.


Marketing Solutions

Reach new prospects and nurture client relationships through a dedicated consultant and customized digital campaigns.


CFO Solutions

Your strategic ally delivering personalized executive insight to help you run your business efficiently, profitably, and achieve your goals.


Bookkeeping Services

At every stage of business growth, up-to-date and accurate bookkeeping is essential to make confident decisions that drive you forward. LPL Bookkeeping Services pairs you with an industry-experienced bookkeeper who provides financial reporting you can rely on.


Ready your business for the known, and the unknown, while optimizing for financial success with our support-driven tools, resources, and guidance.


Mergers & Acquisitions

Professional support for buyers and sellers, including an end-to-end solution with a team of experts to guide you through the process.


Liquidity & Succession

Recognize the enterprise value of your business and gain a fully-loaded support structure through a market-competitive M&A transaction with LPL.


Digital Office Technology

Protect your practice and your clients with cyber-centered solutions.


The Assurance Plan

Protect your practice, preserve your legacy, and provide for your loved ones following an unexpected event.



Partial Book Sales

Whether you’re in strategic growth mode, prepping for a future M&A, evolving your niche, or pursuing other passions, LPL Partial Book Sales helps you right-size your practice to create capacity and regain focus on your goals.


Paraplanning Services

Expand your financial planning offering, but not your payroll, with LPL Paraplanning Services’ plan creation and ongoing consulting.


Tax Planning Services

Enlist a team of CPAs and tax attorneys who enable you to deliver customized tax plans that differentiate your financial practice and elevate your value.


LPL High-Net-Worth Services

Broaden your expertise to attract and retain affluent clients with personalized support from an experienced team of professionals at LPL, including planning and investment specialists.


"Business Solutions has been a tremendous fit. I recommend it to [businesses] trying to go to the next level [asking themselves] how do I do that and do it in a cost efficient manner possible with talented and experienced people--this is a great solution.”

- Jim Miller, owner of Miller Financial

Jim Miller, owner of Miller Financial

The views and opinions expressed by the LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Advisors firms listed and LPL Financial are separate entities.