Broker Check

Working with Partners

While our experience as independent financial advisors and CPAs offers one-stop shopping for your financial service needs, you may also want to seek advice from other professionals when necessary. We work with a network of attorneys that we trust and feel comfortable referring to you.**

By the same token, you may already have a tax professional or an attorney that you work well with. We're happy to consult with them so that all of your advisors are on the same page, looking out for your best interests.

A critically important partner to the financial advisors of Western Reserve Wealth Advisors is LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more information about LPL Financial, visit

* As reported in Financial Planning Magazine, 1996-2018, based on total revenue.


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** Outside providers of professional services are neither affiliated with nor endorsed by Western Reserve Wealth Advisors or LPL Financial. You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide legal services.