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Financial management

Decorum Wealth Management Launches with LPL Strategic Wealth Support

Strategic Insights

— 1 min read

A new independent practice, Decorum Wealth Management, has launched with support from LPL Financial's Strategic Wealth, a comprehensive supported independence solution. The team of six financial advisors, led by Ronald Ewing and Edward Macha, has served approximately $1.8 billion in advisory, brokerage, and retirement plan assets and joins LPL from UBS. With over 80 years of combined industry experience, the team offers personalized service to a diverse range of clients, including families and businesses. Decorum Wealth Management chose LPL Strategic Wealth for its unique value, access to innovative technology, and hands-on business services.

Key Takeaways:

  • Decorum Wealth Management, a new independent practice, has launched with support from LPL Financial's Strategic Wealth.
  • The team of six financial advisors, led by Ronald Ewing and Edward Macha, has served approximately $1.8 billion in advisory, brokerage, and retirement plan assets.
  • The team has over 80 years of combined industry experience and offers personalized service to a diverse range of clients, including families and businesses.
  • Decorum Wealth Management chose LPL Strategic Wealth for its unique value, access to innovative technology, and hands-on business services.
  • The team emphasizes exceptional client service, built on trust, transparency, and a long-term partnership approach.
  • They plan to focus on continuous growth and may consider expanding to more locations in the future.
  • LPL Financial welcomes the Decorum Wealth Management team and congratulates them on going independent with LPL Strategic Wealth.

Statistics:

  • Decorum Wealth Management's team has served approximately $1.8 billion in advisory, brokerage, and retirement plan assets.
  • The team has over 80 years of combined industry experience.
  • LPL Financial supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions.
  • The firm trains and custodies approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans.
  • Decorum Wealth Management chose LPL Strategic Wealth for its unique value, access to innovative technology, and hands-on business services.

Sources:

  • https://www.lpl.com/news-media/press-releases/decorum-wealth-management-launches-with-lpl-strategic-wealth-support.html
  • LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.
  • LPL Financial supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans.

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