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“We are built to be free and in our case, free to build a business on our own terms within a culture that aligns with our value, free from the burden of corporate influence. “We used to tell our clients ‘bigger is better,’ but we realize that is not the case anymore, and with searing vision comes beneficial results,” Burke Francis said. Advisors have one point of contact and dedicated resources, ultimately allowing them to stay focused on the needs of their clients, culture and evolution of their practice. Then, after the transition is complete, Strategic Wealth teams receive ongoing operations support managed by a team of experienced professionals including a business strategist, marketing partner, CFO and administrative assistant. They benefit from a truly integrated service that includes simplified pricing, technology and dedicated support to launch their practice at LPL. “With this dedicated support, along with LPL’s innovative digital capabilities and robust business solutions, we’ll have the tools and resources at our disposal to deliver enhanced services and experiences for each client.”Īdvisors who use Strategic Wealth have access to LPL’s integrated wealth management platform, along with an added layer of ongoing strategic support for daily operations and long-term business management. “Now we can grow and build the firm as we’d like, with the expanded resources and experience from the LPL Strategic Wealth Services team,” Chris Francis said. They also sought more freedom to build a culture that aligned with their values and mission, free from sales goals and corporate agendas. The team appreciates LPL’s exclusive resources in the high-net-worth space, including the HNW Services team, The Private Trust Company, specialized product capabilities and more. Their due diligence led them to LPL Strategic Wealth Services. Their passion and desire is to provide a personal service to clients, investing in long-term relationships, streamlining a lean production, removing friction and optimizing everyone’s time.Īfter years building their careers and business within the community, feedback from clients inspired them to make a change to offer more white-glove, family-focused office service experiences. who require comprehensive and sophisticated investment advice.
His son, Chris, joined the business in 1998, after working in real estate development and numerous venture backed companies.īurke and Chris are now both Managing Partners of The Francis Group, where they work on behalf of affluent families, corporate executives, businesses and private investors throughout the U.S. Since 1966, Burke Francis steadily built the Los Angeles area practice from the ground up by specializing in asset management for high-net-worth individuals. The Francis Group reported having served approximately $1.2 billion in advisory, brokerage and retirement plan assets*. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services.
18, 2023 (GLOBE NEWSWIRE) - LPL Financial LLC announced today that Burke Francis and Christopher Francis, who have more than 80 years of combined experience, have joined LPL Financial to launch an exclusive family-focused office and independent practice, The Francis Group at LPL.
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