LPLA - LPL Financial Welcomes Maier & Associates Financial Group Inc. | Benzinga
SAN DIEGO, Jan. 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Wayne Maier and the team at Maier & Associates Financial Group has joined LPL Financial's broker-dealer, RIA and custodial platforms. The firm reported serving approximately $615 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James Financial Services.
With more than 45 years of industry experience, Wayne founded Maier & Associates Financial Group in 1984 with a goal of providing comprehensive services based on clients' best interests. The Bay City, MI., practice has since evolved into a three generation, community-focused legacy business that includes fellow financial advisors Joseph Maier, Michael Wilcox, Greg Dahlberg, Sharyn Dansa and Logan Maier, paraplanners Adam Wohlschied and Bret Naylor, CFO Laura Maier and seven support staff members.
"At Maier & Associates, when we say the client comes first it's not a cliché. This is who we are," Wayne said. "Everything we do is to help our clients build wealth and plan for the future based on their comfort level, with their best interests in mind. We tell our clients, ‘When you invest with our company, you're partnering with a family that will manage its money like it's managing its own.'"
Their commitment to excellence prompted the team to find a new wealth management firm to partner with for the next chapter of their business. They turned to LPL after an ...