LPL Financial has announced that advisers Stephen Horvath, Brady Doe and David Hermann have joined LPL Financial’s broker-dealer and registered investment adviser (RIA) platform to form Consilium Wealth. The team reported serving more than $250 million in advisory, brokerage and retirement plan assets. Horvath and Doe join LPL from Cambridge Investment and Hermann joins from First Heartland Capital.
Located in Tucson, Ariz., the team has nearly 60 years of combined experience and specializes in supporting retired and retiring university professors, primarily from the local universities. Educators represent the majority of Consilium Wealth’s client base, but they also serve individuals and families referred to through the academic community. Consilium Wealth provides comprehensive, goals-based financial planning, supported by an experienced staff and a philosophy centered on long-term relationships and multi-generational guidance.
“Our commitment extends not only
