LPL Financial Welcomes Praxis Financial Partners
Key Highlights
- ➤Praxis Financial Partners joins LPL, bringing approximately $1.1 billion in client assets
- ➤Praxis joins LPL from Wells Fargo Advisors Financial Network
- ➤LPL platform offers Praxis greater flexibility, planning tools and technology access
- ➤Praxis selected LPL after evaluating more than a dozen firms
- ➤LPL supports more than 32,000 financial advisors and approximately $2.6 trillion in assets
Expert Statements
Scott Christian, Advisor at Praxis Financial Partners
“We've always believed that good financial advice begins with understanding what matters most to each client.”
Scott Christian, Advisor at Praxis Financial Partners
“We take the time to learn their goals, priorities and risk tolerance, then develop customized strategies supported by an ongoing review process.”
Scott Christian, Advisor at Praxis Financial Partners
“Every client is different, and our objective is to create solutions tailored to their unique circumstances rather than relying on a one-size-fits-all approach.”
Jay Gentry, Advisor at Praxis Financial Partners
“The foundation of our business is service.”
Jay Gentry, Advisor at Praxis Financial Partners
“Many of our client relationships span multiple generations, and that continuity is made possible by an incredible team of professionals who care deeply about the people we serve.”
Jay Gentry, Advisor at Praxis Financial Partners
“Our clients know they can count on the same familiar faces year after year, and that's something we are incredibly proud of.”
Scott Christian, Advisor at Praxis Financial Partners
“The financial advice landscape continues to evolve rapidly, and we wanted a partner that allows us to stay ahead of those changes.”
Scott Christian, Advisor at Praxis Financial Partners
“LPL's open architecture platform gives us the freedom to build the wealth management ecosystem we believe best serves our clients.”
Scott Christian, Advisor at Praxis Financial Partners
“The planning tools, flexibility and ability to create our own technology stack will help us continue delivering exceptional service while positioning the firm for future growth.”
Matt Dion, Advisor at Praxis Financial Partners
“We were looking for a partner committed to innovation and focused on helping advisors deliver greater value.”
Matt Dion, Advisor at Praxis Financial Partners
“LPL's technology and resources will enable us to continue enhancing the client experience while maintaining the personalized service our clients expect.”
Marc Cohen, Chief Growth Officer of LPL Financial
“Scott, Cecil, Jay and Matt have built Praxis Financial Partners with a clear sense of purpose.”
Marc Cohen, Chief Growth Officer of LPL Financial
“Even the firm's name speaks to their disciplined, planning-first approach, and that philosophy comes through in everything from their collaborative investment process to the multigenerational relationships they've cultivated over the years.”
Marc Cohen, Chief Growth Officer of LPL Financial
“They've created a business that balances deep technical expertise with a genuine commitment to understanding what matters most to each client.”
Marc Cohen, Chief Growth Officer of LPL Financial
“We are honored they chose LPL for this next chapter and look forward to supporting Praxis Financial Partners as they continue evolving their business while staying true to the values that have driven their success.”
SAN DIEGO, Oct. 05, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Praxis Financial Partners advisors Scott Christian, CFP®, Cecil Loyd, CIMA®, Jay Gentry, CIMA® and Matt Dion have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $1.1 billion in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors Financial Network.
Based in Alpharetta, Ga., Praxis Financial Partners is a planning-focused wealth management practice serving business owners, corporate retirees, successful executives and multigenerational families across 24 states. The firm traces its roots to 2013, when Christian and Loyd launched Praxis after working together for decades. The name "Praxis," derived from the Greek word for "process," reflects the team's planning-based philosophy. Gentry joined the practice in 2020 after 20 years in asset management distribution, while Dion joined in 2024 after 15 years as an advisor.
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