Mark Elston and his team are joining Legacy Wealth Planning, an LPL Financial affiliate in Reno, Nevada.
Legacy Wealth Planning is an independent wealth management firm that offers comprehensive financial planning to its clients. Elston's team, which also includes Dave Quinn, Jim Elston and Tiffany Del Santo, plans to maintain more than $185 million in client assets in the transition as they move to an independent business model to better manage the assets of their approximately 1,100 clients.
"My decision to become independent not only opens a new door for my team, but also expands the opportunities where we can truly be aligned with our number one priority - our clients," says Elston.
-Kathy Lynch