Press release
LPL Financial Welcomes Wealth Innovations
SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Wealth Innovations, LLC have joined LPL
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Wealth Innovations, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Richmond, Va., Wealth Innovations is led by industry veteran Jim LaNeave, who brings nearly four decades of leadership and financial planning experience, alongside Marian Crawford, CFP®, and Samuel LaNeave. The team also includes Ashley LaNeave, Jeffery Brallier, Diane Norris and Janyce LaNeave. Together, they serve clients primarily along the Eastern Seaboard, focusing on individuals at or near retirement. Wealth Innovations specializes in comprehensive retirement planning through their SWAN Plan — an approach designed with a goal to help clients “Sleep Well At Night.” This strategy emphasizes retirement readiness, income preservation, risk mitigation and legacy planning, ensuring clients can confidently transition from work to retirement with clarity and financial freedom. “Our goal is to provide clients with confidence and clarity,” said Crawford. “We take the time to understand every aspect of their lives, not just their finances, and craft plans that allow them to enjoy retirement without worry. We want clients to feel informed and never pressured — our focus is on delivering value through personalized planning and education.” Why Wealth Innovations, LLC Chose LPL LaNeave and team’s decision to join LPL was driven by its robust technology ecosystem and integrated platform. “LPL offers an integrated platform that brings everything under one roof — streamlined operations, advanced planning tools and robust compliance support,” said Jim LaNeave. “We were impressed by LPL’s ability to deliver both operational efficiency and an enhanced client experience. This relationship empowers us to maintain our independence while focusing on what matters most: delivering personalized, unhurried service and comprehensive retirement strategies.” Scott Posner, managing director of business development, said, “We welcome Jim, Marian, Samuel and the entire Wealth Innovations team to the LPL community. Just as they prioritize delivering personalized service and thoughtful planning for their c...