LPL Financial Welcomes Summit Planning Group
15 July 2024 - 11:00PM
LPL Financial LLC announced today that the advisors with Summit
Planning Group have joined LPL Financial’s broker-dealer, RIA and
custodial platforms. The team reported having served approximately
$750 million in advisory, brokerage and retirement plan assets* and
joins LPL from Lincoln Financial.
Founded in 1995, Summit Planning Group brings together a diverse
group of advisors with backgrounds in accounting, finance, tax and
investments who work together to address each client’s
sophisticated wealth management needs. With registered offices in
Branford and Glastonbury, Conn., the team includes financial
advisors Brian Onofrio, CPA, AIF®, C. David Koncz, Karl Zirolli,
CFP®, AIF®, Jay Pinto, CFP®, Frank Navario, CLU, Alison G. Gaffney,
MBA, CRPC®, and Ben Onofrio, MBA.
“We understand it takes a multi-faceted group to coordinate the
distinct elements of a client’s complex financial situation into
one smoothly working, inter-related plan,” Onofrio said. “As
entrepreneurs and independent advisors, we take the time to provide
customized plans and ongoing guidance for each client’s financial
situation. We pride ourselves on our ability to truly understand
our clients and communicate complex ideas in a straightforward,
simple format.”
Their due diligence process and commitment to excellence led the
Summit Planning team to LPL Financial, which they called “second to
none” in terms of the service experience for both advisors and
clients.
“LPL is a stable partner and Fortune 500 company that invests
heavily in industry-leading capabilities and strategic business
resources,” Onofrio said. “We believe LPL puts our clients in a
better suited position as they seek to maximize their returns and
reduce risks, all while receiving a higher level of service.
Ultimately, we believe that everything LPL offers will help us with
the ease of doing business, freeing up more time to spend with
clients.”
Scott Posner, LPL Executive Vice President, Business
Development, said, “We welcome Summit Planning Group to LPL and
look forward to supporting the continued growth and evolution of
their firm. Our sole focus is advisors, and we constantly look for
ways to support them for the long run through investments in
innovative capabilities and strategic business solutions designed
to help advisors thrive and win in their market.”
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving nearly 23,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") firms nationwide. We are steadfast in our commitment to the
advisor-mediated model and the belief that Americans deserve access
to personalized guidance from a financial professional. At LPL,
independence means that advisors and institution leaders have the
freedom they deserve to choose the business model, services and
technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have
the freedom to manage their client relationships, because they know
their clients best. Simply put, we take care of our advisors and
institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial
LLC ("LPL Financial"), a registered investment advisor. Member
FINRA/SIPC. LPL Financial and its affiliated companies provide
financial services only from the United States. Summit Planning
Group and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors”
and “advisors” are used to refer to registered representatives
and/or investment advisor representatives affiliated with LPL
Financial.
We routinely disclose information that may be important to
shareholders in the "Investor Relations" or "Press Releases"
section of our website.
*Value approximated based on asset and holding details provided
to LPL from end of year, 2023.
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