LPL Financial announced that financial advisors Chris Mukoda, Brad Travis, Jr., CFP, and David Crouse joined LPL Financial’s broker-dealer, RIA, and custodial platforms by aligning with Momentum Wealth Partners, an existing firm supporting LPL-affiliated advisors. They reported serving about $415 million in advisory, brokerage, and retirement plan assets and joined LPL from PNC Investments.
With this move, the team – which shares over 75 years of financial services experience combined – launches Sussex Wealth Partners, an independent financial practice based in the Sussex County town of Lewes, Del. This new practice (located inside a former art gallery) was designed by the team’s partner and office manager Natalie Fowler and brought to life by her husband, Anthony.
KEY QUOTES:
“Our clients range from farmers, professionals, retirees and regular working people, and our goal is to provide each of them with a personal and tailored experience designed to help them meet their financial objectives. We take the time to get to know our clients on a deeply personal level so we can best guide them on their fiscal journey.”
“I had no idea how large LPL was or how much they offered until our first meeting. After that, the decision to partner with LPL, aligning with Momentum Wealth Partners, was an easy one. From their streamlined solutions, integrated technology and back-office support, everything LPL offers is top-notch and my clients are really happy. One thing I’m especially excited about is the content provided by LPL’s Research Team. Every piece is insightful and interesting, and I really enjoy sharing relevant articles with my clients. It’s just one more way LPL is helping us take our client experience to the next level.”
- Chris Mukoda
“At Momentum, we support advisors with a success-oriented mentality, fostering an atmosphere where they are eager to enhance their practices and dedicated to providing service excellency to their clients. The Sussex team embodies this philosophy. Brad, David, Chris and Natalie, we are proud to welcome you to Momentum and LPL.”
- Asif Hussain, Momentum Wealth Partners Managing Partner and Co-founder
“We extend a warm welcome to Chris, Brad, David and Natalie and are honored they turned to LPL and Momentum Wealth Partners on their journey to independence. At LPL, we are committed to helping advisors visualize and build their perfect practice by offering streamlined and integrated business solutions and personalized support to help them create an elevated experience for their clients. We look forward to supporting Sussex Wealth Partners for years to come.”
- Scott Posner, LPL Executive Vice President, Business Development
