Father-and-son financial advisors Matt Meyers Sr., and Matthew Meyers Jr., of Crossroads Financial Services, have aligned with The Financial Services Network, based in Sacramento, Calif., to join LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) platforms, leveraging LPL as custodian, the companies announced yesterday in a news release.

The Austin, Tex.-based wealth management practice, which specializes in financial and retirement planning for teachers and college educators, was formerly with Voya Financial Advisors, where the team managed about $300 million in brokerage, advisory and retirement plan assets.

According to Meyers Jr., who joined the family business in 2012 after working for corporations and the federal government, the Crossroads team turned to LPL Financial and The Financial Services Network to elevate their service and client experience. 

“With support from LPL and The Network, we are able to rebuild our approach to technology and offer a new client experience that will help them much more easily access and understand the performance of their accounts,” Meyers Jr. said in the news release, adding that he believes LPL’s scale puts his team in a better position for future growth.

Rich Steinmeier, LPL Financial managing director and divisional president for business development, said in the news release that his firm welcomed the Meyers to its family of advisors.

“Advisors like the Meyers play such an important role in their clients’ lives, earning trust early on as they listen to their clients’ aspirations and then by creating a thoughtful plan to help guide them toward their financial goals,” he said in the news release. “At LPL, we recognize the time and effort that goes into our advisors’ work, and our goal is to make it as easy as possible to operate efficiently and effectively.”

LPL Financial, headquartered in Fort Mill, S.C., San Diego and Boston, is the nation’s largest independent broker-dealer.