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

Understanding Your Credit Report

Your credit report contains information about your past and present credit transactions. It’s used primarily by potential lenders to evaluate your creditworthiness. So if you’re about to apply for credit, especially for something significant like a mortgage, you’ll want to get and review a copy of your credit report.

Women’s Financial Empowerment: The Challenge of Financial Wellness and Why We Need Women’s History Month

March is Women’s History Month, a month-long celebration of female empowerment1. This effort includes advocating for better representation in the workforce, pay parity and improved work-life balance.

Consumer electronics have changed a lot in 20 years – systems for managing e-waste aren’t keeping up

It’s hard to imagine navigating modern life without a mobile phone in hand. Computers, tablets and smartphones have transformed how we communicate, work, learn, share news and entertain ourselves. They became even more essential when the COVID-19 pandemic moved...

Achieving Life’s Goals with Cash Flow Alternatives

Developing effective strategies for pursuing your goals within the limits of your particular financial circumstances can be difficult. Each stage of your life may create new financial challenges. Sending your child to college, remodeling your home, caring for an...

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