We’re excited to announce that we have changed broker/dealers from Osaic to LPL Financial.  LPL is a fortune 500 company, the largest independent broker/dealer in the country.* We feel that this move is necessary to better serve the needs of our clients.

As our office of 7 advisors and 6 support staff continues to grow, we are pleased to have found a partner who can provide us with the resources that we need to best serve our clients for years to come. LPL offers the tools, technology, regulatory expertise, back-office support, and more to simplify account management and boost efficiency. Their advisor-led culture keeps the focus off corporate concerns and on the concerns of real people with goals, values and priorities. This will help us provide you with even greater personalized service.

Everything concerning Bury Financial Group - our team, our location, and the service that you’ve come to know - will not be changing. Your accounts will also remain fully invested through this transition. The most noticeable change for our clients will be that you will be getting your statements from LPL instead of Osaic. We sincerely appreciate your business and the continued trust you’ve placed in us. We look forward to continued success.

*As reported by Financial Planning magazine, 1996-2024, based on total revenue.