Our Independence & Relationship With LPL Financial

E.P. Wayne Financial Group is an independent financial advisory firm based in Forest Acres, serving clients throughout Columbia. We work with individuals, families, and business owners through financial planning, investment management, retirement income planning, wealth management, insurance planning, and group retirement plan services.

What Independence Means to E.P. Wayne Financial Group

As an independent financial advisor, we maintain our own approach to financial planning, investment management, and client service. Independence allows us to evaluate different strategies and solutions based on the needs and circumstances of our clients rather than being limited to a single company's investment approach or product platform.

Our independence allows us to work with clients based on their individual goals and circumstances. We can focus on the advice and services we believe are appropriate for each client rather than following a proprietary approach.

Why E.P. Wayne Financial Group Partners With LPL Financial

We partner with LPL Financial for technology, research, and operational support. This relationship gives our firm access to resources that enhance the way we serve our clients while allowing us to maintain the flexibility of an independent financial advisory firm.

E.P. Wayne Financial Group maintains its own client relationships and is responsible for the financial advice and strategies we provide.

Independence and Client Service

For us, the value of our relationship with LPL Financial is the combination of independence and access to the resources of a larger financial services organization. This allows us to focus on our clients and the financial decisions they face while having access to the technology, research, and operational resources needed to serve them.

E.P. Wayne Financial Group provides fiduciary financial advice through its advisory services.