WE SPECIALIZE IN CREATING PERSONALIZED, COMPREHENSIVE FINANCIAL PLANNING SOLUTIONS

for individuals and business owners to help them build, protect, and transfer wealth. 

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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

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James Hendries

As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.

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Here at James Hendries/LPL Financial, we have a unique way of managing your money..

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Planning for Business Owners

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5 Tips for Saving and Investing as a Small-Business Owner

As a business owner, putting all your profits back into the business may be tempting, especially during the lean years. However, when it comes to saving and investing as a business owner, there are other paths you could consider for the long run without so much emphasis on the short term.

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