Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services

SAN DIEGO, March 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Sarah Grafton, William “Will” Grafton IV, CFP, CEPA and Dexter Grafton, CPFA, CFA have launched a new independent practice, Grafton Wealth Advisors, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. They reported having served approximately $580 million in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch.

Based in Winter Park, Fla., the three siblings are proud to continue the legacy of their father, William “Bill” Grafton III, who started the family business in 1972. While together they form a formidable team, each sibling advisor brings unique passions and experiences to the team to help every client feel more confident with their financial well-being. Rounding out the group, which was named a 2024 Forbes Best in State Wealth Management Team, are client relationship managers Tanya Carroll, AAMS and Percy Canteenwalla.

“With our family dynamic and service-oriented team, we put clients at the center of everything we do and take a proactive approach to give them the best possible experiences and results,” Sarah said. “We take the time to listen, educate and adjust to help clients understand our recommendations as we guide them through the ever-changing market dynamics.”

Looking for more control over how they operate, as well as the ability to elevate client experiences, the team decided to find a new wealth management partner. They chose LPL because the Strategic Wealth Services offering provides them with the greatest flexibility and choice to build a boutique practice with a concierge service model.

The Grafton team works with several high-net-worth (HNW) multigenerational families and business owners, so it was also important to partner with a firm that offers dedicated HNW resources and customized solutions to support more complex situations, such as advanced estate and philanthropy planning, income tax strategy, trustee services, a robust alternative investment platform, banking and lending solutions and complex life insurance planning.

“This move puts us in a better position to provide highly customized strategies and independent financial advice in our clients’ best interests, outside of corporate pressure,” Dexter said. “LPL provides the confidence and scale as a leading wealth management firm that we know our clients value, as well as an additional layer of personalized, sophisticated support to help us focus on what’s most important: our relationship with clients.”