LPL Financial Welcomes Anchor Financial Partners

Josh Eisenberg, Partner at Anchor Financial Partners

“Our approach is very relationship focused. We may be working with business owners or executives, but ultimately we are working with people and their families. We want to understand what is important to them, why it is important and how we can come alongside them to help pursue those goals. That means looking beyond pie charts and dollars and cents and keeping the focus on the life they want their wealth to support.”

Andrew Runnion, Partner at Anchor Financial Partners

“Our work starts with people, not portfolios. We’ve intentionally built a collaborative team where we can bring different perspectives and areas of expertise to the table. That gives our clients access to the strength of the entire firm and creates continuity as their needs evolve.”

Brandon Porter, Partner at Anchor Financial Partners

“We wanted the independence to serve clients the way we believe is best, supported by a platform with the scale and capabilities to help us keep building. LPL stood out during our due diligence for both its open architecture and the strength behind the platform. It gives us the flexibility to deepen the client experience, pursue organic growth and provide a home for advisors who want confidence that their clients will continue to be well served as they transition into retirement.”

Marc Cohen, Chief Growth Officer at LPL Financial

“Anchor Financial Partners has built a distinctive culture around collaboration, continuity and a genuine commitment to placing people at the center of financial planning. The partners bring complementary expertise to a shared client experience, helping families and business owners navigate important decisions while intentionally preparing the next generation of advisors to carry those relationships forward. We are honored to welcome Anchor Financial Partners to LPL and look forward to supporting the team as it grows its impact, advances its succession vision and continues serving clients with the personal guidance that defines the firm.”