Broker Check

Strategic Partners

About LPL Financial 

LPL Financial is our broker/dealer, overseeing compliance and the transactional side of our business.  For more than 20 straight years they have been the largest independent broker/dealer in the nation (based on total revenue, as reported in Financial Planning Magazine,1996-2019).  A chief objective of LPL Financial is to reduce the complexity of running a financial services practice, so advisors can focus on what we do best – helping clients address their financial goals and objectives.

Northeast Planning Associates

Northeast Planning Associates (NPA) is a 50+ year-old registered investment adviser and financial planning firm with more than 30 affiliated advisor offices throughout New England.  NPA provides services and support to independent practices like Advisory Resource Group, giving expanded resources and back office support. This partnership allows us to offer “large firm services” while remaining autonomous and independent. Partnering with NPA is a testament to our commitment of ensuring that we meet the needs of our clients, as well as ongoing professional improvement.