Broker Check

Our Broker-Dealer

Who is LPL Financial?

At AJH Wealth Management, our team of advisors are supported by LPL Financial, one of the leading financial services companies, and the largest independent broker/dealer in the nation*. LPL Financial serves as a partner to our advisors, helping us better serve our clients. Through our partnership with LPL Financial, we have access to a wide range of operational and custodian services, industry-leading technology and trade clearing services, and market research. LPL Financial aims to reduce the complexity of running our firm so we can focus less on the many business details and more on our clients and helping them with their needs. For more information about LPL Financial, please visit lpl.com.

Why LPL Financial?

Our advisors have aligned with LPL Financial because we share a common belief: that independence is key when it comes to managing clients’ assets. At AJH Wealth Management, our sole focus is on serving our clients and acting in their best interests. With the support of LPL Financial, we have the freedom to provide objective investment advice and objective recommendations. We do not have any quotas to meet, and we are not tied to proprietary products. We only create strategies that we believe appropriately align with a client’s individual needs.

*As reported in Financial Planning magazine June 1996-2015, based on total revenues.

 


Another year is drawing to a close, but so far neither market volatility nor market-moving headlines have shown any signs of winding down. As we reflect on a challenging 2018 and look for bright spots in 2019, confidence in continued steady growth in the U.S. economy remains. The list of the market’s concerns is long, but fundamentals for stocks appear favorable. Here is a brief check-in on the latest developments across these areas of concern and thoughts on the increase in market volatility.