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
- Market Insight Quarterly | Q2 2025
This quarterly publication helps provide clarity and context to the issues affecting the economy, stock, and bond market.
- Global Portofolio Strategy | S&P 500 Starts the Second Half at an All-Time High | July 10, 2025
LPL Research raised its S&P 500 and 10-year yield targets, along with an upgrade on two alternative investment strategies.
- Weekly Market Commentary | Midyear Stock Market Insights: Challenges and Opportunities | July 14, 2025
LPL Research provides their midyear stock market outlook, discussing tariffs, geopolitical uncertainty, the Mag 7, and more.