Our Partner
Backed by LPL Financial.
Independent advice. Institutional resources. The best of both worlds for our clients.
We've chosen to affiliate with LPL Financial because their independent business model aligns perfectly with how we serve our clients. LPL Financial is one of the largest independent broker-dealers in the country, supporting thousands of advisors and millions of investor accounts.
What this means for you: the personalized service of a local practice combined with the research, technology, and operational strength of a national firm. LPL does not manufacture proprietary products, so we're free to recommend solutions that genuinely fit your situation.
Strength & Security
Robust safeguards, custody through trusted institutions, and SIPC member protection.
Open Architecture
Access to a wide range of investment solutions across asset classes, with no in-house product mandate.
Modern Technology
Secure account access, performance reporting, and digital tools — anytime, anywhere.
Independent Research
Insights from LPL Research help inform the recommendations we make for you.
Ready for a confident next chapter?
Schedule a complimentary, no-obligation conversation with Leon Financial Services.