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.
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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
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Happening Now
Weekly Market Performance — August 7, 2026
LPL’s Weekly Market Performance for the week of August 3, 2026, highlights a positive week for stocks, the July payrolls report, and mixed commodity moves.
24-Hour Trading: A Tool, Not a Magic Elixir
LPL Research analyzes the opportunities and challenges of near-24-hour trading as exchanges adapt to evolving investor demand.
Public vs. Private Real Estate: Key Differences
LPL Research examines public and private real estate markets, cap rate divergence, and why REITs may offer attractive value today.