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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.
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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
- Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024
LPL Research provides key themes for bonds in the second half of 2024: current bond yield levels offer opportunity, focus on income, and election […]
- Key Themes for Stocks in the Second Half of 2024 | Weekly Market Commentary | July 15, 2024
LPL Research provides key themes for stocks in the second half of 2024: earnings importance, potential market volatility, and impact of elevated […]
- Global Portfolio Strategy | Stocks Finish First Half on a High Note | July 9, 2024
LPL Research raises its S & P 500 earnings forecasts as stocks rise again in June as technology strength and AI enthusiasm continued to power the […]