EverMark Investment Partners Launches with Support from LPL Strategic Wealth

Core Insights - LPL Financial LLC has announced that the financial advisory team EverMark Investment Partners has joined its Strategic Wealth Services affiliation model, marking the 50th team to do so [1][6]. Group 1: Team Background and Experience - The EverMark team consists of Matthew Sweeney, John Folsom, and Tanner Carter, with a combined experience of seven decades in the financial industry, and they serve approximately $425 million in advisory, brokerage, and retirement plan assets [1][2][3]. - Nearly half of their clients are multigenerational, indicating a strong client loyalty and long-term relationships [3]. Group 2: Reasons for Joining LPL - EverMark chose LPL's Strategic Wealth Services for its combination of entrepreneurial freedom and comprehensive business support, which is designed to help independent practices thrive [4][6]. - The model offers advisors access to innovative wealth management platforms, simplified pricing, and dedicated support, allowing them to focus on client needs [5][6]. Group 3: Strategic Benefits - The Strategic Wealth model provides a unique blend of independence and support, catering to growth-oriented advisors transitioning from wirehouses [6][7]. - Advisors benefit from a dedicated team for ongoing operations support, including business strategists and marketing partners, enhancing their ability to serve clients effectively [5][8]. Group 4: Company Overview - LPL Financial is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and managing approximately $1.8 trillion in brokerage and advisory assets [11].