Goss Wealth Management has transitioned to LPL Financial’s RIA custodial platform, LPL announced today.
Based in Baton Rouge, La., with a sister office in New Orleans, Goss Wealth Management manages approximately $520 million in assets.
Founded in 1981by CEO Jerry Goss, the firm has a total of four financial advisors, four support staff, and a chief financial officer.
The firm provides customized, holistic financial planning to mass-affluent and high-net-worth clients and also serves retirement plans, estates, and endowments.
“We were impressed with their dedication to finding the best available technologies and making them accessible to its independent advisors, while at the same time LPL’s open-architecture structure allows its advisors the freedom to choose the systems they wish to adopt,” Goss said in a statement regarding choosing LPL. “Also, we believe that partnering with a broker-dealer that also serves as the custodian for our RIA assets will simplify our reporting and compliance requirements.”