LPL Financial announced that the financial advisors of True Compass Advisors have joined the firm’s broker-dealer and Registered Investment Advisor (RIA) platform from Kestra, where the team serviced approximately $870 million in advisory, brokerage and retirement plan assets.
Based in Southbury, Connecticut, outside of New Haven, True Compass Advisors is led by Jared White, who has 20 years of industry experience. White is supported by Chief Operating Officer Karin Hubbard and advisors Harrison Graham and Laura Maguire. Additional team members include Gianna DeAngelis, Lori Maxey, Leigh Waters and Debora Eschmann.
The practice focuses on relationship-driven financial planning designed to help clients gain clarity across investments, tax considerations, estate planning and multi-generational financial goals. The team primarily serves busy professionals approaching retirement who require coordinated, long-term financial strategies to manage increasingly complex financial situations.
According to the announcement, the firm combines decades of industry experience with emerging talent to provide comprehensive financial planning and investment guidance. The team positions itself as a long-term financial partner and central coordinator for clients’ financial lives.
True Compass Advisors selected LPL Financial for its technology platform, advisor independence and access to specialized resources that support holistic client service. White, who was previously affiliated with LPL earlier in his career, said the move reflects a renewed focus on independence, advanced planning capabilities and the long-term growth of the practice.
KEY QUOTES:
“Every client relationship begins with listening. Our work starts with understanding what our clients are trying to accomplish and ensuring every piece of their financial lives is working together. True Compass Advisors was built to provide thoughtful coordination, long-term planning and the confidence that nothing is being overlooked as clients plan for the future.
LPL offers the technology, flexibility and scale to help us deliver on our long-term vision. The firm’s platform allows us to integrate advanced planning capabilities and collaborate with a broader network of professionals, while maintaining the independence to grow our practice in a way that best serves our clients, our team and our community.”
Jared White, Founder, True Compass Advisors
“We are pleased to welcome Jared and the entire True Compass Advisors team to LPL. Jared’s commitment to forward-thinking planning and building a future-ready practice aligns with LPL’s purpose to empower advisors with the tools, technology and support they need to deliver differentiated client experiences.”
Marc Cohen, Chief Growth Officer, LPL Financial
