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

Weekly Market Commentary | Stock Market Tug of War: Earnings vs. Rates | August 24, 2026
With second quarter earnings growth for the S&P 500 on track to exceed 30% (excluding private investment mark-ups) and analysts continuing to raise estimates, it’s safe to say this season strengthened the fundamental case for equities.

Weekly Market Performance | August 21, 2026
LPL’s Weekly Market Performance for the week of August 17, 2026, highlights bond market volatility, dented global risk appetite, and commodity market moves.

Why Investors Remain Constructive Despite Economic Headwinds
This article describes how Treasury Demand, Financial Conditions, and Inflation are supporting investor risk appetite.