Our Strategic Alliances

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 (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.