Broker Check

LPL Financial
John P. Theophilos, CFP®

Our History

Wealth Management Services

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Our Process

Objective Guidance & Advice

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Our Values

Organize, Track & Simplify Your Financial Life

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Personalized Wealth Management

Personalized Wealth Management

As an independent wealth management firm we provide wealth management services to business owners, executives, families, retirees and small business organizations.

Your goals and interests come first as we work together to plan, invest and organize and simplify your financial life. We operate on an open architecture platform offering no proprietary products and do not engage in investment banking.

Guidance, Experience, Trust

Guidance, Experience, Trust

We strive to provide the guidance and trust you expect to help you find your way whatever your destination and welcome the opportunity to hear from you. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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