High-Net-Worth Services for Financial Advisors

Broaden your expertise to attract and retain affluent clients with personalized support from an experienced team of professionals at LPL Financial, including planning and investment specialists.

Why High-Net-Worth Services?

Partnering with LPL High-Net-Worth Services, you gain access to a broad range of subject matter expertise and time-tested capabilities for:

  • Advanced planning
  • Estate and philanthropic planning
  • Tax planning
  • Customized portfolio construction
  • Investment proposals
  • And more to come

Confidently tailor client engagements and create personalized strategies, goal-directed insights, and holistic wealth planning that grows your clients’ wealth and your business.

aerial view of a man and women sitting together

"Financial planning took on increased importance, with 68% of affluent investors using financial planning services, including legacy, estate, and philanthropic planning."1

Key Benefits of LPL High-Net-Worth Services For Financial Advisors

Maximize Your
Expertise

Enhance your offerings and business approach with support from LPL’s trusted subject matter experts.

Elevate Client Experiences

Exceed expectations of affluent clients with personalized experiences and a robust planning and investment offering. 

Unleash Business
Growth

Unlock more of the affluent market through our unique approach that differentiates your business and positions you for growth.

Ready to learn more?

LPL’s representatives are ready to answer your questions. Reach out to learn more about High-Net-Worth Services and additional exclusive programs and services at LPL Financial that can help you achieve your vision of business success.

Get in Touch

Additional Solutions

Partial Book
Sales

Create capacity to do what matters most to you with LPL’s Partial Book Sales. Right-size your book and ensure a warm and seamless transition for your clients.

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Paraplanning Services

LPL’s Paraplanning Services experts help you launch, enhance, or scale your financial planning practice with a more comprehensive planning model.

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Tax Planning Services

Make the tax code work for your clients by with support from LPL’s Tax Planning Services team who provide customized tax plans for you on an as-needed basis.

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High-Net-Worth FAQs

Our team is available to assist you with any clients or prospects you believe would benefit from these services based on their needs and specific scenario.

This service is designed to work with — and for — your business, in whatever way best supports you. We can extend and enhance your own capabilities and strengthen the capabilities of your own network of accountants, attorneys, and more, to provide your high-net-worth clients with exceptional service and deep expertise.

To win and retain high-net-worth clients, you need to deliver an elevated experience with services tailored to their complex needs. LPL’s High-Net-Worth Services gives you on-demand access to an ensemble of professionals in the HNW domain, including planning and investment specialists.

Disclosures

Advisor firms mentioned and LPL Financial are separate entities.

1The Cerulli Report | U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2023