LPL Affiliation

Our Partnership with LPL Financial is Powerful

Our clients often ask “what is the single greatest advantage of doing business with Forum Wealth Management?” Without hesitation, our response is always the same: independence.

Why may independence be important to individual investors? Well, for one, your future financial success may depend on the type of investment advice you get today. In an increasingly complicated era, pursuing your financial goals depends on objective advice; meaningful, timely information and research; and access to the investments and services that best fit your specific circumstances. 

Our independence affords you the potential benefit of personalized and objectivel investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations. Being independent means we are free to recommend only those products and services that address our clients’ needs – that is, no quotas or pressure to sell proprietary products. Independent research enables us to choose investments solely on the merits of their characteristics and their suitability for your financial goals

At Forum Wealth Management, we believe we are in a unique position to contribute to the financial success of our clients and our community – while taking full advantage of comprehensive back-office support, regulatory expertise and oversight, as well as technological support provided by LPL Financial, the largest independent broker/dealer in the country.* These advantages are passed on to our clients in the form of comprehensive and personalized service. After all, it’s our reputation on the line. 

Choosing the right resources to manage your wealth is one of the most consequential decisions that you will ever make. With increasing uncertainty in today’s financial markets, these are the times when you most need objective advice. 


*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.