Business
Legacy Ridge Private Wealth Joins LPL Strategic Wealth
SAN DIEGO, March 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Frank Boley, CFA®, CFP®, CIMA® and Susie
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, March 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Frank Boley, CFA®, CFP®, CIMA® and Susie Garber-Johnson, CWS® have launched a new independent practice, Legacy Ridge Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth. They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from D.A. Davidson. Based in Sheridan, Wyo., Boley and Garber-Johnson have 50 years of experience and are both sixth generation Wyomingites. Boley and Garber-Johnson partnered to create a firm rooted in Wyoming heritage and designed for sophistication. Their business model centers on delivering comprehensive, family focused office services — including portfolio management, tax strategy and legacy creation — through their proprietary LegacyWorth™ framework. Legacy Ridge Private Wealth serves clients with complex financial needs, including pre-retirees and retirees, business owners and multigenerational families seeking customized strategies beyond traditional wealth management. “Our team is comfortable offering customized strategies for complex needs; we see the world through a different lens through our LegacyWorth™ framework,” said Boley. “LegacyWorth™ is our client first- framework that looks beyond portfolios to align wealth with purpose. We bring together discovery, cashflow planning, tax strategy, legal coordination and multigenerational family meetings in one seamless, transparent process — delivering family focused office sophistication to Sheridan and the broader Wyoming community.” Why They Made the Move to LPL and Why Now After a due diligence period, the team chose to affiliate via LPL’s comprehensive supported independence solution, LPL Strategic Wealth (SW). SW combines the freedom and flexibility of entrepreneurship with hands-on business services and support to help practices thrive, both operationally and strategically. The Legacy Ridge Private Wealth team includes Olivia Koltiska, Brenna Zink and Janelle Kemerling. “After interviewing multiple potential partners, we proactively chose LPL for its strategic platform and comprehensive suite of services,” said Boley. “LPL gives us the ability to deliver a transparent, seamless experience for clients with complex needs — combining p...