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 | Is the American Industrial Renaissance Real | April 27, 2026
LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply‑chain resilience, and energy costs.

Weekly Market Performance | April 24, 2026
LPL’s Weekly Market Performance for the week of April 20, 2026, highlights geopolitical developments, earnings highlights, and bond and commodity market moves.

IPOs in 2026: Risks, Returns, and Timing
LPL Research analyzes the historical returns when investing in IPOs and outlines why this year’s IPOs may follow a different path.