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

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

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.

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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

Ways to Support Black Business

As the call continues to come for following through on support of minority-owned businesses,[1] many are wondering how they may lend their support to black businesses. Whether through direct investment or community support, there are many ways to help black businesses grow and thrive. Interested in learning more about how to get started?

How to Recognize and Protect Yourself Against Tax Identity Theft

When you hear the term identity theft, the first thought that comes to mind may involve a data breach or opening a credit card in someone else’s name. But another common type of identity theft involves the use of someone’s Social Security number to unlawfully intercept their income tax refund.

Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date.

Give 6 Old Items New Life to Organize on a Budget

Introducing structure to the chaos that tends to overtake your home will save you time and stress. You have items in your home right now that are not being used; these items can be repurposed into time- and money-saving projects.

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