Our 7 Step Process
Click here to learn more
The Power of Independence
Click here to learn more
M. Daniel “Mick” Zwayer
LPL Registered Principal / Branch Manager & OwnerMore than anything, Mick values the strong, long-term personal relationships he has with his clients.
Click here to learn moreCheck the background of investment professionals associated with this site on FINRA’s BrokerCheck
My Firm
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth
Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Have a Question?
Our investment advisors would be happy to answer any questions you have about your financial situation.
Happening Now
- A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024
Will 2025 be the year for fixed income? LPL Research examines what could be in store for fixed income markets in the year ahead.
- Client Letter | Outlook 2025: Pragmatic Optimism | December 10, 2024
LPL Research provides in-depth analyses, insights, and expectations for the markets, economy, and more going into 2025.
- Outlook 2025 | Pragmatic Optimism | December 10, 2024
Outlook 2025 provides in-depth analyses and insights from LPL Research’s leadership team to help you prepare for the upcoming year.