Broker Check

In the News

Family Wealth Management Group has been fortunate to be a change leader in the Financial Planning industry.  We encourage you to take a minute to read through some of the news articles and presentations featuring Laura and our business.

Financial Planning Magazine:

New day at LPL? 20 advisors describe changes under Dan Arnold  

19 People Who Will Change Wealth Management in 2019

How can advisors tap underserved communities? LPL wants to know

LPL advisors to launch LGBTQ network with No. 1 IBD’s support

New York Times:

Women Are ‘Claiming Their Power’ in Investment Clubs of Their Own

LPL Financial: 

LPL Financial Announces Members of Inaugural Advisor Inclusion Council

How I Built a Thriving Practice Serving as Both Advisor and Advocate


Podcast with Michael Kitces

Podcast with Paul Ellis

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Socially Responsible Investing and Environmental, Social, and Governance Investing are subject to numerous risks; chief among them is that returns may be lower than when decisions are based solely on investment considerations.

All investing involves risk including loss of principal.  No strategy assures success or protects against loss.

To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.