To further strengthen our commitment to our clients, we have partnered with LPL Financial, one of the nation’s leading financial services companies.

LPL provides our team with world-class back office support including record keeping, custody of assets, production of statements and cutting-edge technology platforms. With nearly $393 Billion invested and managed annually, LPL has deep expertise providing Shrier Wealth Management with the tools to service clients’ evolving needs.  And, because of LPL’s independence, it does not offer any proprietary products, enabling us to provide our clients with objective advice.

LPL Financial is a publicly traded company under the ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit