LPL Financial has announced that financial advisers Frank Boley and Susie Garber-Johnson have launched a new independent practice, Legacy Ridge Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth. They reported serving approximately $600 million in advisory, brokerage and retirement plan assets and join LPL from D.A. Davidson.
Based in Sheridan, Wyo., Boley and Garber-Johnson have 50 years of experience and are both sixth generation Wyomingites. Boley and Garber-Johnson partnered to create a firm rooted in Wyoming heritage and designed for sophistication. Their business model centers on delivering comprehensive, family focused office services — including portfolio management, tax strategy and legacy creation — through their proprietary LegacyWorth framework. Legacy Ridge Private Wealth serves clients with complex financial needs, including pre-retirees and retirees, business owners and multigenerational families se
