LPL Financial has added financial advisor Chris Stockton, CEPA, and his Guidepost Wealth Management practice to its broker-dealer and Registered Investment Advisor platform, bringing approximately $160 million in advisory, brokerage, and retirement plan assets. Stockton joins LPL from Edward Jones.
Based in Stillwater, Oklahoma, Stockton founded Guidepost Wealth Management and brings seven years of financial services experience. The practice serves individuals, families, business owners and retirees, with a particular focus on clients navigating major financial and personal transitions.
Stockton works with clients on retirement planning, business sales, investment strategies, and broader financial planning.
He built Guidepost Wealth Management to help clients simplify complex financial decisions and gain clarity on their long-term plans. The practice also includes Administrative Assistant Ashley Mayfield.
Stockton has particular experience working with business owners and individuals dealing with events such as selling a company or losing a loved one.
His approach combines comprehensive financial planning with a highly personalized service model.
Stockton also supports financial education in the Stillwater community, including speaking with college students about financial awareness and long-term planning.
He graduated from Oklahoma State University with degrees in finance and management.
Stockton selected LPL for its combination of advisor independence, technology, back-office resources and financial planning capabilities.
The move will give Guidepost Wealth Management access to LPL resources spanning financial planning, estate planning and other client solutions while allowing Stockton to maintain control over how he operates and develops his practice.
LPL supports more than 32,000 financial advisors and the wealth management businesses of approximately 1,100 financial institutions.
The company services and custodies approximately $2.6 trillion in brokerage and advisory assets on behalf of approximately eight million Americans.
LPL offers multiple advisor affiliation models along with investment solutions, financial technology and practice management services.
For Guidepost Wealth Management, the affiliation is intended to provide additional infrastructure for growth while allowing the practice to maintain its relationship-focused approach to serving clients.
KEY QUOTES:
“We chose the name Guidepost because our goal is to provide clarity for the path ahead. That philosophy is rooted in the principles of Philippians 2:4, which emphasizes putting the interests of others first.”
“Whether we’re helping clients navigate retirement, the sale of a business or another major life transition, our mission is to simplify complex financial decisions and serve people with genuine care.”
“Joining LPL allows me to pair the independence my clients expect with the resources and technology needed to serve them at an even higher level.”
“From sophisticated financial planning capabilities to estate planning resources and innovative client solutions, LPL provides the support and flexibility to help me continue growing my practice while staying focused on what matters most, serving my clients.”
Chris Stockton, Founder of Guidepost Wealth Management
“What stands out about Chris is his genuine commitment to helping clients navigate both the financial and personal milestones that shape their lives.”
“He has built Guidepost Wealth Management on a foundation of trust, service and clarity during times of change. We are excited to welcome Chris and Guidepost Wealth Management to LPL and support their continued impact in the Stillwater community.”
Marc Cohen, Chief Growth Officer at LPL Financial
