Who We Are
Guided by our core values of confidence, respect, and honor, we are deeply committed to doing no harm while giving our best to each and every one of our clients. Our long-term client relationships are a testament to the work we do every day as partners in their financial goals.
When you work with us, you can expect a personalized and client-centric approach. We prioritize listening to understand your unique financial situation, your goals, and your concerns. We ask a lot of questions—not just to gather data, but to truly get to know you and your aspirations.
Powered by LPL Financial
As financial advisors within LPL Financial’s employee advisor channel, we have access to a wide range of resources and tools that enable us to create personalized financial strategies. This includes robust financial planning software, market research, and investment analysis tools, as well as a diverse selection of investment options from various providers.
This alignment of interests fosters a relationship built on relationships and transparency, enabling us to develop personalized strategies that truly address the unique needs and circumstances of each individual client. Additionally, ongoing professional development, training, and compliance support help us stay updated on industry best practices, regulatory changes, and financial planning techniques.
Our Values
Our firm is guided by our foundational principles of confidence, respect, and honor.
Our History
John T. Somerville brings over 40 years of industry experience to the table in his role as Senior Vice President, Financial Advisor.
Our Resources
We are committed to education and providing our clients with valuable insights on an array of topics.
John T. Somerville
Senior Vice President, Financial Advisor
With a career spanning more than four decades, John has developed a deep understanding of the financial landscape and the unique challenges his clients face. His experience in sales and finance, combined with his natural ability to connect with people, made his start in the finance industry a natural fit for him. John's commitment to integrity and putting his clients' needs first served as the basis in the development of his new brand.
John strives to give his best to every client and he looks forward to helping you pursue your goals.
Where do you want your financial roadmap to take you?
We believe that financial planning is not just about numbers and investments; it's about building a future for you and your loved ones. We are here to listen, to guide, and to help you strive toward your financial goals.
Client-Centric and Dedicated
We are inspired by our passion for finance and our love for building relationships. In addition to building long-lasting relationships with our clients, we enjoy helping them believe in their abilities to work towards their goals. It is this personal connection and dedication that makes us more than just advisors; we are partners in your financial journey.
We are dedicated to putting our clients first as we guide them and empower them in making financial decisions.