LPL Financial announced today that Polaris Advisors, a Camp Hill, Pa.-based registered investment advisor with about $675 million in advisory, brokerage and retirement plan assets has joined its broker-dealer, corporate RIA and custodial platforms, affiliating with LPL’s Strategic Wealth Services (SWS) model.

Previously with MassMutual, Polaris Advisors is led by founding partner Corey Basehore, partner Justin Dunwoody and financial advisor Sarah Leer. Joining them are two junior advisors and a nine-member office-support staff. The team, the release said, focuses on “disciplined investment strategies that emphasize risk-adjusted returns, cost, and tax efficiency” with the aim to help individuals, families, corporations, and nonprofit organizations as they work toward more secure financial futures.

The team chose the SWS affiliation model for the additional layer of support in their practice. “Our mission is to always strive to be better for the families we serve. We are constantly innovating and being creative to drive change in order to provide the best possible experiences for our clients,” Basehore said in a statement.

Basehore, who had been with MML Investors for 24 years according to his BrokerCheck profile, said with the new partnership, their clients will immediately notice a differentiated experience by being able to see all their account information in one integrated system. “In addition, LPL’s enhanced digital platform will also create numerous office efficiencies that will free us up to spend more time servicing clients,” he added.

Dunwoody, who began his career with MML Investors in 2005, said they appreciate all that SWS has to offer and believe the move is the best way to elevate their service and enrich the client experience. “We don’t have the bandwidth to recreate all of these customized services on our own. Being a part of SWS allows our team to focus on the client experience and future growth,” he said.

Polaris Advisors is the 15th team to join the SWS channel since its inception in April 2020. In addition to having access to LPL’s integrated wealth management platform and innovative resources, SWS teams also receive ongoing, personalized support for daily operations and long-term business management. This includes dedicated consultants such as a business strategist and CFO and marketing and administrative support, the release said.

Scott Posner, LPL executive vice president, business development, said, “Corey, Justin and Sarah have developed many enduring relationships over the years, and we understand how the value of those personal connections contributes to the overall strength of their firm."