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

High Personal Tax Levels & Family Businesses

Family Enterprise USA (FEUSA), a non-profit organization dedicated to promoting and supporting family-owned businesses in America, has recently conducted a comprehensive survey among family businesses in the country. The Family Business Survey 2023 highlights the most pressing concerns of these enterprises, with high personal tax levels emerging as a top worry for America’s largest private employers.

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Creating a Legacy of Change through Charitable Giving

Philanthropy today is different than it was in the past. It was once common for donors to distribute their wealth through smaller grants to numerous organizations. Over time, best practices for charitable giving have evolved, and wealthy individuals are instead taking a greater interest in and even taking part in the organizations. Because of this, they are often giving more significant amounts to only a select few organizations.

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