Our 7 Step Process
Click here to learn moreThe Power of Independence
Click here to learn moreM. 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
- Trade, Tariffs, and Inflation | Weekly Market Commentary | November 18, 2024
LPL Research explores trade dynamics since Trump's first administration and why that may limit the impact of changes to trade policy.
- Election Day Takeaways | Weekly Market Commentary | November 11, 2024
LPL Research explores the election outcome and what it could mean for markets going forward.
- Global Portfolio Strategy | Rates Take Center Stage as Election Jitters Ease | November 7, 2024
In October, U.S. stocks ended a five-month winning streak, closing modestly lower despite a surge in Treasury yields and rate cut repricing.