LPL Financial Welcomes Contour Wealth Management, LLC
Key Highlights
- ➤Contour Wealth Management joins LPL, bringing approximately $390 million in assets
- ➤Joe Borgese and Contour Wealth Management move to LPL from Cetera
- ➤LPL expands Philadelphia-area advisor platform through Contour Wealth Management addition
Expert Statements
Joe Borgese, Financial advisor and CFP® of Contour Wealth Management, LLC
“Our clients’ lives don’t move in a straight line, and their financial plans shouldn’t be static either”
Joe Borgese, Financial advisor and CFP® of Contour Wealth Management, LLC
“We start by understanding what they want their life to look like, then build a plan around those goals and continue adapting it as life changes. Our team has known many of these families for years, and in some cases across generations. That familiarity allows us to be there for the next decision, the next transition and the next step in their journey.”
Joe Borgese, Financial advisor and CFP® of Contour Wealth Management, LLC
“The biggest consideration for me was what this move could mean for our clients”
Joe Borgese, Financial advisor and CFP® of Contour Wealth Management, LLC
“LPL’s combination of technology, operational support and the team-based approach to supporting advisors gives us an opportunity to work more efficiently. Just as important, we believe this move can help us deliver value to clients while allowing our team to stay focused on the relationships we’ve built.”
Marc Cohen, Chief growth officer at LPL Financial
“Contour Wealth Management, LLC has built a deeply personal practice around continuity, comprehensive planning and relationships that extend across generations. Joe and his team understand that every family’s path is different, and they have created an experience designed to evolve alongside clients through each stage of life. We’re pleased to welcome Contour Wealth Management, LLC to LPL and look forward to supporting the team with the technology, resources and operational scale to preserve those trusted relationships while building for the future.”
SAN DIEGO, Nov. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Joe Borgese, CFP® of Contour Wealth Management, LLC has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platforms. He reported serving approximately $390 million in assets* and joins LPL from Cetera.
Based outside of Philadelphia in Boyertown, Pennsylvania, Contour Wealth Management, LLC serves individuals and families through a relationship-driven, comprehensive planning approach. The practice works with educators, medical professionals, business owners and multigenerational families. In some cases they support three generations of the same family, from retirement planning to college savings for younger family members.
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