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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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As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.

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Happening Now

The S&P 500’s Narrow Road Back to New Highs
LPL Research examines developing trends in market breadth and what they mean for the health of the bull market.

Portfolio Resilience: A Q3 Check-In
LPL Research reviews how strategic portfolio allocations navigated Q3 Fed hikes, inflation pressures, and geopolitical uncertainty.

What Investors Need to Know About Rate Hikes
Last week’s rate hike was widely anticipated by markets and economists, however, there are still key takeaways for investors to keep in mind.