LPL Financial announced that financial advisors Harrison Kennard, CFP, Charles Dobben, and Justin Pandy, CFP, of Lakewood Wealth Management have joined its broker-dealer and Registered Investment Advisor platforms.
The Ann Arbor, Michigan-based team reported serving approximately $170 million in advisory, brokerage, and retirement plan assets and joins LPL from Cambridge.
Lakewood Wealth Management serves professionals, families, and retirees through a planning-focused approach centered on long-term client relationships.
The firm works with multigenerational families and helps grandparents, their children, and grandchildren make financial decisions at different life stages.
Its client base also includes healthcare professionals, university faculty, and student-athletes managing Name, Image and Likeness opportunities.
Kennard, the firm’s founder, brings nearly two decades of experience in financial services.
He works alongside Dobben and Pandy in a team-based structure focused on comprehensive financial planning.
The advisors’ work includes tax planning, estate planning, investment management, and broader wealth management strategies tailored to individual client goals.
Lakewood Wealth Management said its planning process begins with understanding a client’s complete financial picture before developing strategies designed to evolve as circumstances change.
The team chose LPL in part because of the firm’s technology, planning resources, access to subject matter experts, and support for advisor independence.
Lakewood Wealth Management said the move is intended to enhance the client experience while allowing the advisors to continue operating independently.
LPL supports more than 32,000 financial advisors and approximately 1,100 financial institutions.
The company services and custodies approximately $2.6 trillion in brokerage and advisory assets on behalf of roughly 8 million Americans.
KEY QUOTES:
“We believe financial planning is about much more than investments. Every client has a unique story, unique priorities and different goals. Our job is to understand what matters most to them and create a plan that helps support those objectives. Whether we’re working with a family across multiple generations, a healthcare professional or a young athlete navigating newfound opportunities, we want to serve as a trusted partner through every stage of life.”
Harrison Kennard, Founder of Lakewood Wealth Management
“We wanted a partner that would allow us to continue operating independently while giving us access to quality technology and resources. LPL’s platform provides the tools and support we need to create a better overall experience for our clients. The technology, planning capabilities and access to subject matter experts across a wide range of disciplines stood out to us, and we’re excited about the opportunities this move creates for both our team and the families we serve.”
Harrison Kennard, Founder of Lakewood Wealth Management
“Lakewood Wealth Management has built a practice centered on an important principle: every client’s goals, circumstances and aspirations are unique. Harrison, Charles, and Justin have distinguished themselves through thoughtful planning, personalized advice and a commitment to serving clients through every stage of life. We are honored they chose LPL and look forward to supporting their continued growth.”
Marc Cohen, Chief Growth Officer at LPL Financial
