LPL Financial announced two financial advisors from Sound Wealth have joined the firm’s broker-dealer and Registered Investment Advisor platform, bringing an advisory practice that reported approximately $420 million in advisory, brokerage, and retirement plan assets.
The advisors, Curt Pederson and Britt Saylor, joined LPL from Ameriprise and are based in the Seattle and Phoenix areas. LPL said the team has 40 years of combined experience and works primarily with high-net-worth individuals, families, and multigenerational households with complex planning needs.
According to LPL, the Sound Wealth team focuses on areas including inheritance planning, liquidity events, legacy and philanthropic strategies, and advanced executive compensation planning. The practice also advises small business owners on employee benefits, including 401(k) plans, and on specialized business planning strategies.
LPL said the advisors selected the firm as a partner to support a highly customized, high-touch service model. The advisors cited LPL’s open architecture, customizable technology, and focus on innovation, including AI-related capabilities and expanded investment solutions, as factors in their decision.
Scott Posner, LPL’s managing director of business development, said the firm expects the Sound Wealth approach to align with LPL’s efforts to provide advisors with technology and operational support as they run independent practices.
LPL Financial Holdings is a wealth management firm that supports more than 32,000 financial advisors and the wealth management practices of roughly 1,200 financial institutions. The company reported that it services and custodies approximately $2.4 trillion in brokerage and advisory assets on behalf of about 8 million Americans.
KEY QUOTES
“At Sound Wealth, our relationships with clients are deeply personal,” said Saylor. “We take the time to truly understand each family’s goals, values and the emotional context behind their financial decisions. By blending advanced financial planning with genuine emotional intelligence, we’re able to provide a human-centered advisory experience that delivers clarity, confidence and warmth at every step.”
Britt Saylor, Financial Advisor, Sound Wealth
“LPL offers independence, flexibility and advanced technology that allows us to tailor strategies uniquely for each client,” said Pederson. “We were impressed by LPL’s leadership in technology and AI, the ability to choose from multiple planning tools and the genuine support we felt throughout the transition. LPL made us feel like a priority.”
Curt Pederson, Financial Advisor, Sound Wealth
“We are pleased to welcome Curt and Britt to LPL. Their deeply personalized approach aligns with LPL’s commitment to empowering advisors with the freedom, tools and technology to run thriving practices. We look forward to supporting Sound Wealth for years to come.”
Scott Posner, Managing Director Of Business Development, LPL Financial
