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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 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.

 

Bair Financial Planning partnered with The Wealth Consulting Group, to provide additional resources for our clients. The Wealth Consulting Group has a network of experienced independent financial advisors over 20 offices throughout the United States, 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 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.

Today, WCG is a leading wealth management firm with qualified advisor teams serving clients nationwide with advice and personalized strategies. We believe that the financial services industry, including financial planning, investment management, and insurance brokerage, has become largely commoditized. Because of this belief, we compete on a field where we believe few of our competitors are playing. Our advisor teams serve as Personal CFO’s for many of their clients, assisting them with the myriad of details needed to address a comprehensive wealth management plan. We like to say that our clients do not pay us more then their existing financial planners, investment advisors, and insurance agents, but gain so much in value by leveraging the tangible services we offer.

It is not uncommon for our advisors to coordinate and facilitate meetings with other client advisors such as trust attorneys and CPA’s for the benefit of our clients. We believe that the “Alpha” we can bring to our client relationships lies mostly in our ability to help identify problems that many of our clients didn't know they had and address them. Our senior advisors are experienced in the industry and sought after speakers for seminars, media appearances and industry events. WCG and its clients are part of a long tradition of excellence where we maintain offices as many of our advisors have been entrenched in their communities for decades.





LPL Financial is one of the nation’s leading financial services companies and a publically 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


LPL Research

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