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
Happening Now
5 Valuation Factors for Retiring Financial Professionals to Consider When Selling Their Businesses
If you are getting ready to retire and thinking about selling your financial firm, you have to decide how much your business is worth, and it can be challenging to put a number on something you've been building for your whole life. Ultimately, your business is worth...
Five Attributes of Successful Entrepreneurs, Five Tips for Running a Business and Succession Planning 101
What does an entrepreneur need to create a dynamic company? The right mindset is a big part of it.
As an entrepreneur, you devote half your time or more to the daily hustle, making things happen and accomplishing goals. The other half is looking ahead, knowing where you want to be and when. For some, overcoming the mental anxiety of uncertainty is the first big step.
Business Forum: The Personal Side of Your Business
Once upon a time there was a thriving business developed by an energetic, creative entrepreneur. He passed his business knowledge and enthusiasm on to his son, who continued to tend it well and even made it grow. The son grew older and his children—two sons and a...
Business Forum: Keeping Your Business High and Dry
Most businesses thrive on the ingenuity and dynamism of a few key people. In order to retain their best employees, business owners often devise attractive benefit packages that make it harder for the competition to lure away key employees. Unfortunately though, even the best benefit packages cannot protect a small business from the sudden death of a key person. Imagine what a severe impact such an event could have on the future of your business.
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