LPL Financial Welcomes Noble Traditions Wealth
LPL Financial announced the addition of financial advisor Garrett Oczachowski, bringing $280 million in assets from JPMorgan Chase. Oczachowski specializes in retirement income planning, investment management, and estate planning, launching Noble Traditions Wealth at LPL. His move signifies a shift towards autonomy and client-centric practices, leveraging LPL's technology and flexibility.
Garrett Oczachowski brings $280 million in assets to LPL Financial from JPMorgan Chase, enhancing the firm's advisor base.
Oczachowski's focus on retirement income planning, investment management, and estate planning aligns with LPL Financial's commitment to personalized financial guidance.
The launch of Noble Traditions Wealth at LPL signals a dedication to fiduciary standards and client-centric practices, boosting client relationships and services.
LPL's integrated technology and flexibility offer Oczachowski the tools to enhance client services and streamline his business operations.
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SAN DIEGO, May 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Garrett Oczachowski has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately
Based in Santa Monica, Calif., Oczachowski is a 25-year veteran of the financial services industry. Specializing in retirement income planning, he is dedicated to helping clients create sustainable income streams and navigate the complexities of retirement. He also provides support in investment management, risk management and estate planning.
The move to LPL marks the inception of Noble Traditions Wealth, a moniker chosen to embody fiduciary standards and his mission to create a client-centric practice. “My commitment is to forge robust, enduring connections with those I serve, delivering tailored investment strategies and retirement plans that align with their distinct aspirations and requirements,” he said.
His transition to LPL Financial was motivated by the pursuit of autonomy and the opportunity to conduct business on his terms.
“I am delighted to be affiliating with LPL Financial,” said Oczachowski. “The firm's dedication to independence and its client-focused philosophy are in perfect harmony with my own principles. This move will enable me to enhance the services I offer my clients, create efficiencies in my office and build a practice where the product isn’t the focus — the relationships are.”
Oczachowski was especially drawn to LPL’s integrated technology and flexibility to curate programs that are the best fit for his business. He added, “Independence is akin to a blank canvas, and LPL equips us with the finest 'paint colors' from across the globe. It allows us to do business with ease, thereby empowering us to direct our focus on client needs.”
Scott Posner, LPL Executive Vice President, Business Development, said, “We’re pleased to welcome Garrett to the LPL community. His desire to put his clients’ interests first and his focus on building strong personal relationships align perfectly with our firm’s culture. At LPL, we constantly strive to innovate our technology and solutions to help our advisors differentiate their practice and enhance their clients’ lives. We look forward to supporting Noble Traditions Wealth for years to come.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving nearly 23,000 financial advisors, including advisors at approximately 1,100 institutions and at approximately 570 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States. Noble Traditions Wealth and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
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*Value approximated based on asset and holding details provided to LPL from end of year, 2023.
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