About LPL Financial

Independent. Supported. Focused on You.

At M Financial Planning Services, we are affiliated with LPL Financial, a leading provider of investment and business support services to independent financial professionals across the country. Our relationship with LPL allows us to offer objective guidance while benefiting from the scale and infrastructure of a large national firm.

Why We Work with LPL Financial

We chose to partner with LPL because it enables us to maintain our independence while accessing a wide range of tools, platforms, and compliance support. LPL does not offer proprietary investment products or set sales quotas, which allows us to make recommendations based on your individual financial goals.

LPL provides us with:

• Access to a broad selection of investment and insurance solutions

• Oversight to help us meet regulatory requirements

• Technology platforms that support planning and account access

• Information security and operational support

Through this relationship, we’re able to offer you the personal attention of a local, independent practice—supported by the resources of a national organization.

¹ As reported by Financial Planning magazine, 1996–2024, based on total revenue.