LPL Financial has announced that advisors Frank Patton and Kimberlee Mott of PacK Financial have joined Balmville Wealth Group. The move came through LPL’s broker-dealer and Registered Investment Advisor platforms. They reported serving approximately $150 million in advisory, brokerage, and retirement plan assets and join from Cetera.
Patton and Mott are based in Lexington, Kentucky. They bring a combined 45 years of industry experience. Their practice centers on retirement planning and multigenerational client relationships.
Balmville Wealth Group is an LPL-aligned wealth management firm. The advisors said they chose the platform for enhanced technology, expanded resources, and support for long-term practice growth.
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“Over the years, many of our clients have become like extended family, and we’ve intentionally built a community. We celebrate milestones, help families through life’s transitions, and often become valued partners for multiple generations. That’s why we say, ‘Welcome to the PacK.’ It’s more than a tagline, it’s how we want every client to feel.”
Kimberlee Mott, Advisor, PacK Financial
“This move is about investing in our future so we can better serve our clients’ futures. As our practice has grown, we wanted a partner that could grow alongside us. Now we have access to the scale, technology and support that can help us continue delivering the high level of service our clients deserve.”
Frank Patton, Advisor, PacK Financial
“Kim and Frank are professional, organized, intelligent and caring financial professionals who have served their clients for decades. I am excited to welcome them to Balmville Wealth Group and LPL Financial.”
Michael Vela, Chairman and Founder, Balmville Wealth Group
“Frank and Kim’s practice is a powerful example of how relationship-driven advice can evolve and scale without losing its personal touch. They have earned the confidence of families across generations by combining thoughtful planning with genuine care, and their decision to join Balmville Wealth Group and LPL positions them to expand that impact with enhanced resources, technology, and support.”
Marc Cohen, Chief Growth Officer, LPL Financial
