WE BELIEVE THAT BUY, HOLD, & HOPE IS NOT AN INVESTMENT STRATEGY

We create long-term financial partnerships
that help foster peace of mind

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We believe that buy, hold, & hope is not an investment strategy

We create long-term financial partnerships that help foster peace of mind

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

James Hendries

As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.

Wealth Management System

Here at James Hendries/LPL Financial, we have a unique way of managing your money..

What Makes Us Different

Tactical Portfolio Management Vs. Buy and Hold.

Have a Question?

Our investment advisors would be happy to answer any questions you have about your financial situation.

Online Education

Your Goals Come First

Health Care in Retirement

Estate Planning

Happening Now

Weekly Market Commentary – August 8, 2019

Despite last week’s losses, 2019 has been a good year for stocks—the S&P 500 is up 17% year to date through August 2 and, excluding any losses Monday, still stands just 3% from its all-time closing high on July 26...
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