LPL Financial has announced that the financial advisers of Fortress Financial Planning have joined LPL Financial’s broker-dealer and registered investment adviser (RIA) platform. Advisors Bassem Moez and James Darden reported serving approximately $150 million in advisory, brokerage and retirement plan assets and join LPL from MassMutual.
Based in the Detroit metro area, Fortress Financial Planning serves a diverse client base that includes pre-retirees, retirees and professionals such as physicians and business owners. The team is focused on delivering personalized financial guidance designed to help clients make informed, confident decisions about their financial future.
Fortress Financial Planning is built on a philosophy of independent advice, transparency and education. By taking the time to understand each client’s goals and circumstances, the advisors aim to simplify complex financial concepts and empower clients to take an active role in their financial dec
