LPL Financial Welcomes Horizon Capital Advisors: A Strategic Move to Enhance Client Services

Horizon Capital Advisors, led by partners Brett Deuth, CRPC®, J. Brock McClain, CFP®, and Brian Watts, CFP®, boasts a rich history in the financial services industry that spans over 50 years. Headquartered in Overland Park, Kansas, the firm also operates additional offices in Clinton and Van Buren, Missouri, as well as Baxter Springs, Kansas. The team comprises seasoned advisors including Brian Perley, CFP®, Bennett Long, CIMA®, AIF®, CRPS®, Cindy Gettel, Melissa Proffitt, and Michael Sisson.

Deuth emphasized the unified vision of the team, stating that they take a holistic approach to wealth management, focusing on goals-based financial planning for families, business owners, and executives. "We aim to create personalized financial plans and disciplined investment strategies that help clients work toward their financial goals," he noted.

The transition to LPL Financial was motivated by Horizon Capital's desire to enhance service experiences and improve operational efficiencies. The team recognized the need for a more robust technology platform to better serve their clients.

Watts highlighted the advantages of partnering with LPL, stating, "LPL has the right tools to add new services and create more value for our clients, as well as the stability we were looking for from a Fortune 500 company." This move aligns with LPL's commitment to investing in industry-leading capabilities and strategic business resources that streamline processes for both advisors and clients.

McClain expressed appreciation for LPL's client-centric mission and its proactive approach to advisor feedback. "LPL is driven by advisor feedback, making the business much more intuitive. We are excited about the future as we grow our team and evolve the practice," he said, highlighting the potential for innovation and growth within the framework of LPL's operational model.

Scott Posner, LPL's Executive Vice President of Business Development, extended a warm welcome to Horizon Capital Advisors. He articulated LPL's commitment to delivering innovative technology and comprehensive business solutions designed to help advisors differentiate their practices and enhance client value. "We look forward to supporting Horizon for years to come," Posner affirmed.

LPL Financial is recognized as one of the fastest-growing wealth management firms in the United States, supporting nearly 29,000 financial advisors and approximately 1,200 financial institutions. The firm manages and custodies around $1.7 trillion in brokerage and advisory assets on behalf of roughly 6 million Americans. With its diverse range of advisor affiliation models, investment solutions, fintech tools, and practice management services, LPL provides the flexibility and resources needed for advisors to run thriving businesses.

As LPL Financial continues to expand its reach and capabilities through partnerships like that with Horizon Capital Advisors, it reinforces its position as a leader in the financial advisor-mediated marketplace.

In summary, the integration of Horizon Capital Advisors into LPL Financial signifies not only a growth opportunity for the advisors involved but also a commitment to improving client services through enhanced technology and operational efficiencies. As both organizations embark on this journey together, the industry will be watching closely for the innovations and successes that are sure to follow.