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

Happening Now

Everything Older Workers Need to Know About Retiring

Many workers have been dreaming of retirement since they first entered the workforce. However, once this retirement date draws near, the prospect of giving up your primary source of income may be nerve-wracking, even if you've diligently saved and planned. Below, we...

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IRS Increases Standard Mileage Rates for Last Half of 2022

Due to recent increases in the price of fuel, the IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business, medical, and moving expense purposes for the second half of 2022. The standard mileage...

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4 Ways the SECURE Act 2.0 May Impact Employers

In March 2022, the U.S. House of Representatives approved the SECURE Act 2.0, a bill that will revise the rules for contributing to and withdrawing from retirement savings vehicles if passed by the U.S. Senate. Since the SECURE Act 2.0 has a similar version in the...

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