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

Work-Life Benefits and Employee Retention

Recruiting and retaining employees who are both qualified and motivated is an ongoing challenge for most businesses. One way to build staff loyalty and increase productivity is to put policies in place to help your employees balance their commitments at work and at...

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Big Week for Market Watchers

August 3, 2022 Dear Valued Investor, Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of...

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A Survival Guide for a Bear Market

A bear market is a prolonged period of price declines in securities, an index such as the S&P 500, or the overall stock market of usually 20% or more from a recent high. Bear markets can also signal economic downturns such as a pandemic, recession, or geopolitical...

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