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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 of partners help make our company stronger and provide with the support and resources that allow us to be better advisors and wealth managers for our clients.
Bair Financial Planning partnered with The Wealth Consulting Group (WCG) in 2014, to provide additional resources for our clients. Since 1995, the Wealth Consulting Group has been a boutique wealth management firm offering high net worth individuals and companies access to a powerful combination of comprehensive services, talent, and national resources. Victor is a member of The Wealth Consulting Group's Investment Strategy Committee and Marci is a member of the Practice Management Committee. Visit The Wealth Consulting Group's website Here.
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA.
The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influence by LPL to sell its products.
Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their client’s needs. For more information about LPL Financial, visit www.LPL.com