About Us

About us

“Our clients are like family.”
That’s more than a catchy tag line; that’s been the defining theme of Lob Planning Group since we started helping people in 1987. It’s about looking out for our clients, speaking frankly to them, cheering them on when things go well, backing them up when things get tough and, above all, helping them pursue their goals. This personal touch has helped create long-lasting, often multi-generational relationships with our clients, and for good reason. Our clients know that we take their futures very seriously and strive to help them meet their goals and objectives.

Our advisors are affiliated with LPL Financial, the Nation’s largest independent broker/dealer (*), which provides us with the administrative, research and technological backbone to monitor an increasingly complex investment universe. As LPL Financial does not develop or market financial products of its own, we are able to identify the best, highest rated and most suitable investment vehicles for our clients. This enables us to remain client-focused, objective and unbiased.

(*) As reported by Financial Planning magazine, June 1996-2013, based on total revenue.