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.
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
Health Care in Retirement
Estate Planning
Happening Now
Buy-sell agreements – “My business is my retirement”… intent or reality?
An effective buy-sell agreement is at the root of a successful business transition plan.
Buy-sell agreements – Will the right funding be there when you need it?
Will the right funding be there when you need it? An effective buy-sell agreement should allow you to have the right amount of money in the right place at the right time. A properly funded, well-drafted agreement that reflects your goals and objectives can...
The Bull Turns 11 | Weekly Market Commentary | March 9, 2020
As the coronavirus continues to scare global markets, it would be easy forget that the current bull market started 11 years ago today.
Coronavirus Fears Intensify | Weekly Market Commentary | March 2, 2020
Stocks just suffered their worst week since the global financial crisis on coronavirus outbreak fears.
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