Business
LPL Financial Welcomes Consilium Wealth
SAN DIEGO, March 17, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors Stephen Horvath, CHFC®, CLU®, CEP®, AIF®, Brady Doe, AIF® and
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, March 17, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors Stephen Horvath, CHFC®, CLU®, CEP®, AIF®, Brady Doe, AIF® and David Hermann have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform to form Consilium Wealth. The team reported serving over $250 million in advisory, brokerage and retirement plan assets.* Horvath and Doe join LPL from Cambridge Investment and Hermann joins from First Heartland Capital. Located in Tucson, Ariz., the team has nearly 60 years of combined experience and specializes in supporting retired and retiring university professors, primarily from the local universities. Educators represent the majority of Consilium Wealth’s client base, but they also serve individuals and families referred to through the academic community. Consilium Wealth provides comprehensive, goals-based financial planning, supported by an experienced staff and a philosophy centered on long-term relationships and multi-generational guidance. “Our commitment extends not only to our clients, but also to their children, grandchildren and philanthropic interests,” said Horvath. “We help families plan across generations through comprehensive strategies designed with a goal to grow and protect wealth, reduce tax burdens and ensure the orderly distribution of assets to heirs and charitable causes. We believe financial planning should support every chapter of a family’s legacy with clarity, intention and care.” Why Consilium Wealth Chose LPL The Consilium team selected LPL for its scale, resources and advisor-focused platform designed to enhance support for advisors and improve the end-client experience. “LPL stood out for its robust investment research department, extended support hours through its West Coast headquarters and the simplicity of its combined clearing and broker-dealer model. These advantages will strengthen our ability to operate efficiently and better serve our clients,” said Horvath. Scott Posner, managing director of business development at LPL, said, “We are pleased to welcome Consilium Wealth to LPL. Their commitment to deeply personalized, high-touch service aligns with LPL’s mission to empower advisors with the independence, technology and support needed to run their sound, thriving practice.” Related Advisors, learn how LPL Financial can help take...