Core Insights - LPL Financial LLC has announced the launch of Legacy Ridge Private Wealth, an independent practice by financial advisors Frank Boley and Susie Garber-Johnson, managing approximately $600 million in advisory, brokerage, and retirement plan assets [1][2] Group 1: Company Overview - Legacy Ridge Private Wealth is based in Sheridan, Wyoming, and is founded by Boley and Garber-Johnson, who have a combined 50 years of experience and a strong connection to Wyoming heritage [2] - The firm focuses on providing comprehensive, family-oriented financial services, including portfolio management, tax strategy, and legacy creation, utilizing their proprietary LegacyWorth™ framework [2][3] Group 2: Business Model and Services - The LegacyWorth™ framework emphasizes a client-first approach, integrating various financial services such as cash flow planning and legal coordination to address complex financial needs [3] - The firm targets clients including pre-retirees, retirees, business owners, and multigenerational families, offering customized strategies beyond traditional wealth management [2][3] Group 3: Partnership with LPL Financial - The decision to affiliate with LPL Financial's Strategic Wealth model was based on its comprehensive support and resources, allowing the firm to focus on client service without the burden of managing multiple advisors [4][5] - LPL's Strategic Wealth model provides ongoing operational support, including access to a dedicated team for business strategy, marketing, and administrative assistance [5][6] Group 4: Industry Context - LPL Financial is recognized as one of the fastest-growing wealth management firms in the U.S., supporting over 32,000 financial advisors and managing approximately $2.4 trillion in assets [8][9] - The firm offers a variety of advisor affiliation models and technology resources, enabling advisors to tailor their business models to meet client needs effectively [8][9]