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

How to Teach Your Children Financial Wellness

Teaching children about financial wellness should start at an early age. Learning how making money, saving, and spending is related and the first step in teaching your child how to understand the value of money. Children learn from parents, mentors, and even their...

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The Backdoor Roth IRA in a Nutshell

If you are wondering what in the world a “backdoor Roth IRA” is, you're not alone! In short, if you've been frustrated by the contribution limits associated with Roth IRAs, then read on - this article describes a strategy that's designed to help. We all know that the...

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