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Our 7 Step Process
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The Power of Independence
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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
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My Firm
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
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LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth
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Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
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Have a Question?
Our investment advisors would be happy to answer any questions you have about your financial situation.
Happening Now
- Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025
LPL Research explores the latest round of tariff news and why the metals market is heating up.
- Global Portfolio Strategy | As Goes January, So Goes the Year? | February 10, 2025
The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer discretionary, while downgrading small value and […]
- Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025
LPL Research discusses the case for bull and bear markets in 2025.