The Value of Independence

Through our affiliation with LPL Financial, clients of Egermier Wealth Management Group receive the resources and research of the nations largest independent broker dealer* with the service of a boutique firm.

Being independent allows us to base our recommendations on the individual, free from the pressures of sales quotas and company-owned products. Our team will never have the pressure of a parent company attempting to get us to push particular products or perform any type of blanket transaction which could become a conflict of interest.

With the majority of our relationships conducted through a fee-based planning agreement, we make our decisions based on what is best for our clients. Independence is a key component in providing objective research and financial guidance.

 

*As reported by Financial Planning Magazine June 1996 - 2013, based on total revenue