LPL Welcomes Florida-Based Independent Practice Van Buren Wealth Management

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[{"type":"text","content":"CHARLOTTE, N.C., June 12, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Rodney Van Buren and Whitney Colton have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The advisors reported having served approximately $200 million in advisory, brokerage and retirement plan assets* and join from VALIC Financial Advisors, Inc., the broker-dealer for AIG Retirement Services. With this move, the team has launched an independent practice, Van Buren Wealth Management, based in Melbourne, Fla. They are joined by client relations and executive support staff members Karen Savage and Nicole Wilbert, who share a passion for helping clients and their families. Together, the Van Buren Wealth Management team believes in “out of the box” thinking, often challenging conventional approaches to investing and preserving wealth. They take a team approach to developing financial strategies, leveraging their diverse backgrounds to develop, implement and monitor strategies tailored to each client and their unique goals. “We have the privilege to walk alongside hundreds of clients — from teachers to engineers to executives. We learn about their personal situation, dreams and goals and understand their risk tolerance,” Van Buren said. “These are personal, thoughtful connections, and we expect to continue building these relationships.” Why they chose LPL Financial After considering what’s best for their growing business, the team turned to LPL in their journey to independence. They recognized the independent model provides more freedom and flexibility to build the practice on their terms, and LPL’s industry-leading technology would enable them to adapt and evolve to stay competitive. “LPL has several advanced planning programs to choose from, along with more managed money and innovative solutions to deliver better experiences for our clients,” Van Buren said. “With more tools and flexibility, LPL gives us access to an elevated trading platform, as well as some of the best financial planning software and investments options available.” LPL Executive Vice President, Business Development, Scott Posner stated, “We welcome Rodney and Whitney to LPL Financial and are honored to support the launch of Van Buren Wealth Management. At LPL, we’re committed to providing advisors with innovative tools and...

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