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Welcome to LPL Financial

Welcome to LPL Financial

LPL Financial is a financial planning firm that is ready to help you with business and personal financial planning. By combining the skills of CERTIFIED FINANCIAL PLANNERS ™ and investment advisors, we offer a single, resource for comprehensive and effective money management.

LPL Financial is committed to helping our clients work toward improving their long-term financial success. Our customized programs aim to grow and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

Welcome Peyton Herndon

Welcome Peyton Herndon

We're excited to announce that Peyton Herndon, an LPL registered representative, has joined our team. Peyton attended MTSU, earning both a bachelor's and master's degree in business.  Peyton knows very well the level of service and commitment that we strive to achieve. His experience and background will be a great fit in our organization and we know that he will make you the top priority as well.

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Personal Financial Planning

  • Investments
  • Retirement Planning
  • Estate Planning
  • College Savings Plans
  • Tax Planning
  • Asset Management

Business Financial Planning

  • Tax Planning
  • Asset Management
  • Business Succession Planning
     

Insurance

  • Life Insurance
  • Long-term Care Insurance
  • Health Insurance
  • Disability Insurance