Independent Advantage As an independently owned business, Oak wealth Management will provide independent advice for its clients. Such freedoms give the company an independent advantage to provide quality services for every client that desires financial assistance. We believe that an objective and independent approach is critical, which is why we are supported by the resources of LPL Financial.LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams. LPL Financial understands that providing Americans with independent investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective, independent advice and investment recommendations.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as, enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. For more information about LPL Financial, visit www.lpl.com. * As reported in Financial Planning magazine 1996-2020, based on total revenues.