LPL Financial announced that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA, and custodial platforms, which are aligned with the existing firm Academy Financial. They reported serving approximately $600 million in advisory, brokerage, and retirement plan assets and joined LPL from Osaic.
Based in Hartford County, Connecticut, Charter Oak Wealth Partners was founded in 2016 by Gary Paul, CRPC, even though the practice’s roots date back more than 50 years. Paul is joined by fellow advisors Gary Salva, Bill Matzinger, and Chris Scuderi, who are supported by Client Relationship Manager Lori Tedone. Together, they provide comprehensive financial planning and investment services for individuals, families, and businesses.
The team at Charter Oak Wealth Partners turned to LPL following extensive market research to enhance service capabilities and propel the next phase of its development. Like Academy Financial, which joined LPL in August, the Charter Oak team has stood by its longtime mission of Serve first, last and always.
KEY QUOTES:
“We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. We endeavor to know and understand our clients’ financial situations and provide them with only quality information, services and products to help them pursue their goals.”
“We’re excited to tap into LPL’s vast resources and services to provide our clients with elevated experiences. We chose LPL for its stability as a Fortune 500 company, along with its strategic support, innovative technology and shared focus on putting clients first. Add to that the additional resources and support from Academy, and we believe we are in a prime position to enhance our offering, grow the business and serve clients better than ever.”
– Gary Paul
“We’re excited for the opportunity to work with the Charter Oak team and grow our firm together. This is a team that shares our values of putting clients first and foremost, and we found that to be a perfect alignment. We believe this relationship will strengthen our firm and add value to clients.”
– Academy Financial Partner Brent J. Kvech
“We welcome the Charter Oak team to the LPL community and congratulate Academy Financial on its continued growth. We are committed to delivering robust resources, business solutions and innovative capabilities that help our advisors differentiate their practice and succeed at every stage of their business’ lifecycle. We look forward to a long-lasting relationship with the entire team at Charter Oak Wealth Partners.”
– Scott Posner, LPL Executive Vice President, Business Development
