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.

Wealth Management System

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

Planning for Business Owners

Planning for Business Owners

Learn how we can help you better align your business for success with our business planning resources.

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Our investment advisors would be happy to answer any questions you have about your financial situation.

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Happening Now

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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Conducting a Midyear Financial Checkup

Just like a routine health checkup can ensure your physical health, a financial checkup can help you evaluate how your finances are doing so you can make any necessary adjustments. Even better, it can give you the peace of mind you need to tackle the rest of the year with confidence.

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Generational Wealth and the Gift of Financial Freedom

There are a variety of causes for the money to deplete so quickly, including spending sprees on unnecessary expenses (fancy toys, expensive clothes, jewelry, and lavish vacations), poor financial decision-making, taxes, and a lack of communication between parents and children.

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