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Our Partners

Just like our clients need a professional team of advisors to help them pursue their goals, we do too. We firmly believe that a strong team and partners help make our company stronger and provide us with the support and resources the allow us to be better advisors and wealth managers for our clients.

Photo of The Wealth Consulting Group Advisors and Staff

The Wealth Consulting Group

Bair Financial Planning partnered with The Wealth Consulting Group, to provide additional resources for our clients. Marci Bair and Victor Orozco are Vice Presidents with The Wealth Consulting Group. The Wealth Consulting Group has a network of experienced independent financial advisors over 10 offices throughout the southwest, including Hawaii. Since 1995, Wealth Consulting Group has been a boutique wealth management firm offering high net worth individuals and companies access to a powerful combination of industry-leading services, talent, and national resources. Victor is a member of The Wealth Consulting Group's investment committee and Marci is a member of the practice management committee. Visit The Wealth Consulting Group's website Here.

LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com.

* As reported in Financial Planning magazine 1996-2016, based on total revenues.



LPL Research

Below is a list of helpful documents to offer you additional financial perspective.