A pair of financial advisors from UBS with $245 million in brokerage, advisory and retirement plan assets has joined LPL Financial broker-dealer, corporate registered investment advisor and custodial platforms to launch their new independent practice, Washington Crossing Financial Group, LPL has announced.
Brendan Biruk and Dan Rattigan, who have worked together their entire career, which spans more than 20 years, are located in the Washington Crossing, Pa. They offer comprehensive financial planning and personalized wealth management strategies to help clients work toward their financial goals, the release said.
As fiduciaries, they also provide consultation for corporate retirement plans. They are joined by wealth management associate Leslie Gabell Crilley, who came on board in 2009.
“As we evaluated next steps for our practice, we all agreed it was time to go independent. By partnering with LPL, we have the freedom to run our business our way, with clients’ best interests top of mind,” Biruk said in a statement.
Rattigan added that LPL provide access to a wide range of products and platforms that will help us provide even better service and investment strategies tailored for our clients. “We appreciate that LPL allows us to choose our own financial planning tools, analytical software and CRM system, all integrated into one platform to make our job easier. We believe that with LPL’s partnership, we can do an even better job for our clients,” he said.