LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.* A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on their clients. Our partnership with LPL Financial enables us to focus on what we do best: helping you protect and grow your wealth.

With headquarters on both coasts, LPL Financial supports Botkin Family Wealth Management 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.

LPL Financial understands that providing Americans with objective investment advice is critical to their financial security. Because the firm has no proprietary products to sell, Botkin Family Wealth Management can provide truly objective investment advice and recommendations.

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*As reported in Financial Planning magazine, 1996-2014, based on total revenues.

Private Advisor Group

As a member of Private Advisor Group, a nationwide network of professional financial advisors, Botkin Family Wealth Management receives world-class service, vigilant risk management and access to a community of like-minded advisors with whom we share best practices. By outsourcing compliance functions, we are able to focus our attention fully on delivering the best service and solutions for our clients.

We share Private Advisor Group’s focus on delivering customized, comprehensive financial advice that helps our clients pursue their unique financial goals. And because we are independent, we are able to provide you with the widest selection of investment options available without being beholden to proprietary products or quotas.