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

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

Alternative Saving Options: When You Already Have a Knack for Budgeting and Saving

If you’ve moved beyond basic financial advice—live below your means and set aside funds for a rainy day—you may be wondering what to actually do with these rainy-day funds. With inflation on the rise, keeping excess cash in a checking or savings account could erode your purchasing power over time.1 What should you do to put these extra funds to use? Below, learn more about four alternatives to checking and savings accounts.

read more

Financial Planning Tips for Young Adults

Whether you’re still living at home, in school, or starting your career, your late teens and twenties present a prime opportunity to think about your financial future. Though you may not hit your peak earning years until your 40s or 50s, learning positive financial habits early might help support you when you need it later.1 Below, we’ll discuss a few of the helpful financial planning tips for young adults.

read more

Preparing for the Worst: Disaster Planning

Given the daily responsibilities of running a business, planning for an event that may or may not happen may not seem to be a priority. But by preparing for a major disaster, your company will be in a better position to cope with more common disruptions, such as power...

read more

Creative Solutions for College Sticker Shock

Imagine your reaction to the following scene: You return home from work one night to find your teenage daughter running gleefully about with a letter in her hand. When you calm her down, she tells you that she has just been accepted to the incoming freshman class of a...

read more
.at-about-fab__meta p{ line-height:19px !important; } .at-about-fab:hover{ opacity:0.8; } .at-about-fab { z-index: 999999; position: fixed; right: 131px; bottom: 31px; display: -webkit-box; display: -ms-flexbox; display: flex; -webkit-box-align: center; -ms-flex-align: center; align-items: center; -webkit-box-orient: horizontal; -webkit-box-direction: normal; -ms-flex-direction: row; flex-direction: row; -webkit-transform: translateX(100%); transform: translateX(100%); -webkit-transition: 0.2s ease; transition: 0.2s ease; -webkit-font-smoothing: antialiased; -moz-osx-font-smoothing: grayscale; } .at-about-fab:before { content: ""; position: absolute; display: block; top: 50%; left: -58px; width: 180px; height: 44px; -webkit-transform: translateY(-50%); transform: translateY(-50%); } .at-about-fab:hover { -webkit-transform: translateX(0%); transform: translateX(0%); } .at-about-fab:hover .at-about-fab__meta { opacity: 1; } .at-about-fab__thumbnail { position: absolute; top: 50%; left: -58px; width: 180px; height: 44px; padding: 1px; box-sizing: border-box; -webkit-transform: translateY(-50%); transform: translateY(-50%); overflow: hidden; cursor: pointer; } .at-about-fab__thumbnail img { display: block; width: 100%; } .at-about-fab__meta { font-family: 'Open Sans', sans-serif; opacity: 0; -webkit-transition: 0.2s ease; transition: 0.2s ease; } .at-about-fab__meta h2, .at-about-fab__meta p { margin: 0; padding: 0; } .at-about-fab__meta h2 { color: #ffffff; font-size: 14px; font-weight: 600; } .at-about-fab__meta p { color: #ffffff; font-size: 12px; font-weight: 400; } .at-about-fab__meta a { color: inherit; font-weight: 400; text-decoration: none; }
emailicon

Sign Up to Receive Our Newsletter