LPL Financial welcomes Bury Financial Group

Core Insights - LPL Financial LLC has welcomed Bury Financial Group to its broker-dealer, RIA, and custodial platforms, with the latter managing approximately $655 million in advisory, brokerage, and retirement plan assets [1] Company Overview - Bury Financial Group was founded in 1992 by Todd Bury in Youngstown, Ohio, initially operating as a one-man shop before expanding through a partnership with Brian Laraway in 2006 [2] - The firm has evolved into a full-service wealth management company, emphasizing long-term planning and collaboration among advisors [3] Client Relationship and Service Philosophy - The firm prioritizes close relationships with clients, aiming to treat them like family and enhance their quality of life through sound investments and innovative services [4] - Bury Financial Group's partnership with LPL Financial is seen as a strategic move to elevate their practice and provide differentiated service experiences [5] LPL Financial's Commitment - LPL Financial is dedicated to supporting advisors with an open architecture platform that offers flexibility and a wide range of investment products and services [5] - The firm serves over 23,000 financial advisors and is committed to the advisor-mediated model, allowing advisors the freedom to manage client relationships effectively [7]