DeHollander Financial Group, a Greenville, S.C.-based faith-based practice with about $130 million in advisory, brokerage and retirement plan assets, has joined LPL Financial’s broker-dealer, corporate registered investment advisor and custodial platforms, according to a news release from LPL.
Formerly with Commonwealth Financial Network, the practice is led by Glenn “Rob” DeHollander. It focuses on retirement income planning, wealth management, estate planning and managing retirement plans for businesses. He is joined by a four-member office support team. DeHollander works primarily with affluent families and individuals, small business, churches and civic organizations, the release said.
“Every day, our goal is to help clients succeed by providing a personalized approach to financial planning. We take pride in not only helping clients work towards their lifetime dreams but also making sure they enjoy the journey,” DeHollander said in a statement.
He said that after an extensive due diligence process, the firm found LPL to be a strong partner committed to providing advisors with leading capabilities and business solutions to help them manage client assets. “LPL also gives us the freedom and independence to run the practice on our own terms, with no influence from proprietary products,” he said.
Scott Posner, LPL executive vice president for business development, said,"Like Rob, we understand that every client is unique. By providing our financial advisors with access to a broad range of non-proprietary products and investment platforms, we strive to empower them in their delivery of personalized investment strategies."