Two veteran financial advisors have launched a new independent wealth management practice through LPL Financial’s supported independence platform. Frank Boley and Susie Garber-Johnson have formed Legacy Ridge Private Wealth after departing D.A. Davidson, where they spent 26 years and 20 years, respectively. The advisors reported serving approximately $600 million in advisory, brokerage, and retirement plan assets at their previous firm.
Based in Sheridan, Wyoming, the firm is affiliated with LPL Financial through its LPL Strategic Wealth platform, which provides operational support, technology infrastructure, and strategic business services for advisors seeking independence while maintaining access to a large wealth management ecosystem.
Boley and Garber-Johnson together bring roughly 50 years of industry experience and are both sixth-generation Wyoming residents. They created Legacy Ridge Private Wealth with a focus on providing comprehensive wealth planning for clients with complex financial needs, including retirees, business owners, and multigenerational families.
The firm’s services will be delivered through its proprietary LegacyWorth™ framework, which integrates portfolio management, cashflow planning, tax strategy, legal coordination and family governance discussions into a single planning process designed to align clients’ wealth with long-term family goals.
The broader Legacy Ridge Private Wealth team includes Olivia Koltiska, Brenna Zink, and Janelle Kemerling.
Through LPL Strategic Wealth, the advisory team will receive support for business operations, technology infrastructure, and strategic consulting as they build their independent practice.
KEY QUOTES:
“Our team is comfortable offering customized strategies for complex needs; we see the world through a different lens through our LegacyWorth™ framework. LegacyWorth™ is our client first- framework that looks beyond portfolios to align wealth with purpose. We bring together discovery, cashflow planning, tax strategy, legal coordination and multigenerational family meetings in one seamless, transparent process — delivering family focused office sophistication to Sheridan and the broader Wyoming community.”
Frank Boley, Co-Founder, Legacy Ridge Private Wealth
“After interviewing multiple potential partners, we proactively chose LPL for its strategic platform and comprehensive suite of services. LPL gives us the ability to deliver a transparent, seamless experience for clients with complex needs — combining portfolio management, tax planning, and legacy planning under one roof. This partnership allows us to focus on what matters most: helping clients pursue their goals without the burden of managing multiple advisors.”
Frank Boley, Co-Founder, Legacy Ridge Private Wealth
“We welcome the Legacy Ridge Private Wealth team and congratulate them on going independent with LPL Strategic Wealth. As they build their ideal practice to provide comprehensive client service, LPL is here to provide comprehensive practice support throughout their entire journey as independent advisors. We are committed to delivering sophisticated resources, innovative capabilities and strategic business solutions designed to help advisors build value with clients and win in the markets they serve.”
Scott Posner, Managing Director Of Business Development, LPL Financial
