Omnia Wealth Group Launches With Support From LPL Financial - Seite 2

“LPL Strategic Wealth Services provides all the support and tools to free us up so we can really focus on delivering the best possible services and experiences to our clients,” Malvitz said. “We truly appreciate having a full team behind us that we can leverage for business and marketing strategies, as well as daily operations. It makes it so much easier to do business.”

In Latin, Omnia means “prepared in all things,” and that’s exactly what drives each Omnia Wealth Group advisor in their work with families, professionals and business owners. “We each share the same approach to client service. We want to understand what's important to each client and then use an established process to build personalized strategies to work toward that goal,” Asani said. “Our clients expect a certain level of service, and having our own firm sets us apart. We strive to be a partner throughout our clients’ lives to help keep them on track and be prepared for the curveballs that life sometimes throws.”

Scott Posner, LPL Executive Vice President, Business Development, stated, “We welcome Isaac, Bobby, Matt and Sam to LPL. It is wonderful they are forging this new path, stepping into their potential together as friends. Taking ownership of your practice and gaining the freedom to make decisions for your business and your clients is an exciting move, and with LPL Strategic Wealth Services, they have a partner every step of the way. We will continue to invest in the technology, business solutions and our innovative wealth management platform so they can run efficient and productive businesses and deliver enhanced value to their clients. We look forward to a long and successful partnership with Omnia Wealth Group.”

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About LPL Financial
LPL Financial Holdings, Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated advice model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.