Objective financial guidance is a fundamental need for everyone and we enable our partners to focus on what they do best - create the personal, long-term client relationships that are the foundation for turning life's aspirations into financial realities.
The NWMG Advantage
At National Wealth Management Group, we align our goals with those of the advisors we serve. Our Hybrid RIA model provides you access to fee-based, brokerage and insurance platforms in addition to an array of support packages, from the comprehensive to the essentials.
As the nation’s leading independent broker-dealer*, LPL Financial offers an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 14,000 financial advisors and approximately 700 financial institutions. *As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.
Technology & Operations
Through our Dedicated Service Teams, partner technology platforms and paperless office systems, NWMG provides quality resources for our clients to make the best financial decisions.