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

Learn More

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.

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Wealth Management System

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

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What Makes Us Different

Tactical Portfolio Management Vs. Buy and Hold.

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Have a Question?

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

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Online Education

Your Goals Come First

Happening Now

Small Business Health Insurance Can Be Affordable

Health insurance is one of the most important benefits a company can offer to its employees. A good health insurance plan that balances quality and cost can help you attract and retain qualified employees. However, many small employers do not offer health insurance....

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Volatility Continues

Dear Valued Investor, 2022 has been a challenging year for investors so far. The S&P 500 Index just had one of its worst Aprils in decades, and May is off to a rocky start. Bond investors have not fared much better as rising interest rates have pushed down bond...

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April Showers Bring May Flowers

May 4, 2022 Dear Valued Investor, As we move into spring and leave behind the last signs of a long winter, many worries from a chilly start to the year for markets, unfortunately, are still with us. The S&P 500 Index had its worst April in more than 40 years,...

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