The value of independents
As independent advisors, affiliated with LPL Financial – the nation’s largest independent Broker/Dealer*, we are able to focus solely on serving our clients’ needs and acting in their best interest at all times. We have no obligations to investment product manufacturers and no quotas or directives.
At Terry Wealth Management we spend our time developing customized strategies for the unique challenges that our clients face. We are solely focused on their needs and understanding their individual financial objectives.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.