LPL Financial announced that financial advisors Mitchell “Mitch” and Wesley “Wes” McCann have joined its broker-dealer, RIA, and custodial platforms. They reported serving approximately $240 million in advisory, brokerage, and retirement plan assets and joined LPL from Ameriprise.
Through the move, the father-son team launched Guardian Partners Wealth Management, an independent financial practice based in the Detroit suburb of Bloomfield Hills, Michigan. Mitch (a 36-year veteran of the financial services industry) said that the team’s desire to protect their client finances and help them achieve fiscal security through their retirement years inspired this name.
Wes joined his father about five years ago, and together with office manager Nicole Obarto, the team takes an education-driven approach to wealth management.
KEY QUOTES:
“Our firm is a bit different in the sense that all our clients are nearing or in retirement, and our focus is on helping them make the most of their money – whatever their goals might be. Getting to know our clients, their retirement aspirations and their understanding of the financial planning process is a big part of what we do. We really enjoy taking the time to sit down with each client to put together a comprehensive plan to help their money work for them throughout their golden years.”
“Partnering with LPL means freedom, and that’s exactly what we were looking for. With LPL, we will be able to offer the solutions and products that make the most sense for our clients, allowing us to provide a next-level experience. And with LPL’s innovative offerings, like Admin Solutions and Marketing Solutions, we will be able to get the help we need to grow our business our way.”
– Mitch McCann
“We welcome Mitch, Wes and Nicole to the LPL community and are honored to support the launch of Guardian Partners Wealth Management. At LPL, we are committed to helping advisors visualize and develop 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 this team for years to come.”
– Scott Posner, LPL Executive Vice President, Business Development
