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

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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