September 22, 2023


Passion For Business

Polaris Advisors Joins LPL Strategic Wealth Services

CHARLOTTE, N.C., Sept. 27, 2021 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq: LPLA) announced now that Polaris Advisors has joined LPL Financial’s broker-vendor, company registered investment advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Wealth Providers (SWS) product. The advisors noted getting served about $675 million in advisory, brokerage and retirement approach belongings*. They join LPL from Mass Mutual.

Based mostly in Camp Hill, Pa., the agency is led by founding companion Corey Basehore CFP®, C(K)P, AIF, ChFC, CLU, CEPA™, companion Justin Dunwoody AIF C(K)P, and monetary advisor Sarah Leer ChFC. They are joined by two junior advisors and a 9 member business-assist personnel. Concentrating on disciplined investment procedures that emphasize chance-altered returns, price tag, and tax effectiveness, the firm’s objective is to enable men and women, households, firms, and nonprofit companies as they perform toward extra safe monetary futures.

“Our mission is to normally strive to be improved for the households we provide. We are frequently innovating and remaining innovative to generate modify in get to supply the best attainable experiences for our customers,” Basehore claimed.

In that spirit, the Polaris team turned to LPL Strategic Wealth Providers in the future phase of their firm’s journey. “From Day one, our customers will recognize a differentiated working experience by remaining capable to see all of their account data in one built-in technique. In addition, LPL’s increased digital system will also generate a lot of business efficiencies that will free us up to spend extra time servicing customers,” Basehore claimed.

Video: Polaris Advisors Announcement

The Polaris team chose the SWS affiliation product for the further layer of assist in their exercise. In addition to getting access to LPL’s built-in prosperity administration system and ground breaking resources essential to operate a thriving exercise, SWS teams also receive ongoing, personalised assist for daily functions and lengthy-expression business administration. This incorporates committed consultants these as a business strategist and CFO, in addition to marketing, support and administrative assist.

“We actually recognize all that SWS provides to the team and we definitely believe this is the best way to elevate our support and enrich the customer working experience,” Dunwoody claimed. “We really don’t have the bandwidth to recreate all of these tailored expert services on our own. Staying a element of SWS lets our team to aim on the customer working experience and upcoming growth.”

The move to LPL will also allow for Polaris Advisors to perform with each other as a team as they develop their presence in the sector. They approach to faucet into LPL’s M&A Options providing and further business enhancement assist to improve the team both organically and through acquisition. “We want to be a sought after companion location for other like-minded advisors who have to have further resources or these who are looking for an exit tactic,” Dunwoody claimed. “We’re fired up about what the upcoming holds for Polaris Advisors.”

Outside the house of perform, the team is deeply fully commited to group involvement and offering back. Basehore serves on the board of the local Large Brothers Large Sisters business and also coaches youth soccer and baseball. Dunwoody is on the board of the local American Coronary heart Affiliation and is a participant in the Authentic Adult males Put on Pink marketing campaign. He also supports Bethesda Mission. Leer is energetic with Otterbein United Methodist Church, Large Brothers Large Sisters and Vickie’s Angel Walk. “We believe that in get to make lengthy-lasting associations with our customers, we also have to provide the local communities in which they stay and perform,” Leer claimed.

Scott Posner, LPL government vice president, Business Enhancement, stated, “We prolong a warm welcome to the entire Polaris team and are happy to provide as their new companion as they aspire to do extra for their customers. We are impressed by this team’s commitment to excellence and ongoing innovation. Corey, Justin and Sarah have created numerous enduring associations above the yrs and we have an understanding of how the value of these individual connections contributes to the all round energy of their agency. At LPL, we are fully commited to furnishing our advisors with a differentiated established of capabilities and support working experience so they can operate an effective and successful corporations. We will satisfy advisors in which they are in the evolution of their business to enable them generate their excellent exercise. We glimpse forward to a lengthy-lasting and successful partnership with Polaris Advisors.”

Advisors, discover an LPL business enhancement representative near you.

About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was established on the principle that the agency really should perform for the advisor, and not the other way close to. Currently, LPL is a chief** in the markets we provide, supporting extra than 19,000 monetary advisors, 800 establishment-based mostly investment plans and 450 impartial RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered product and the perception that Americans are entitled to access to objective direction from a monetary advisor. At LPL, independence usually means that advisors have the freedom they are entitled to to pick out the business product, expert services, and engineering resources that allow for them to operate their excellent exercise. And they have the freedom to handle their customer associations, simply because they know their customers best. Only put, we consider care of our advisors, so they can consider care of their customers.

** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Vendor in the U.S. (Based mostly on complete revenues, Monetary Preparing magazine 1996-2021) No. one company of 3rd-party brokerage expert services to banking institutions and credit history unions (2020-2021 Kehrer Bielan Analysis & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021

*Based mostly on prior business and signifies belongings that would have been custodied at LPL Monetary, rather than 3rd-party custodians. Claimed belongings and customer quantities have not been independently and absolutely confirmed by LPL Monetary.

Securities and advisory expert services presented through LPL Monetary LLC, an SEC-registered broker-vendor and investment advisor. Member FINRA/ SIPC

All through this interaction, the conditions “financial advisors” and “advisors” are utilized to refer to registered representatives and/or investment advisor representatives affiliated with LPL Monetary LLC. We routinely disclose data that may perhaps be crucial to shareholders in the “Investor Relations” or “Press Releases” area of our web-site.

Polaris Advisors and LPL Monetary are separate entities.

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Media Speak to:
Lauren Hoyt-Williams
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