Strategic Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported serving approximately $860 million in advisory, brokerage and retirement plan assets and joins LPL from Lincoln Financial.
With 25 years of financial planning experience, Strategic Wealth Partners owner Ryan Rayburn, CFP, occupied various leadership, recruitment and mentorship roles throughout his career before stepping back to work more closely with individuals and multigenerational families. He is joined by fellow adviser R.E. “Mike” Woodard III, CFP, and a six-member office staff.
Based in Dallas, with an additional registered office in Minden, La., the Strategic Wealth Partners team offers personalized, in-depth financial planning and investment analysis. They take a holistic approach to wealth management and act as a quarterback for their clients’ financial needs by working closely with CPAs and attorneys to provide a comprehensive financial
