LPL Financial (LPLA) announced that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Academy Financial. They reported serving approximately $600M in advisory, brokerage and retirement plan assets and join LPL from Osaic. Based in Hartford County, Conn., Charter Oak Wealth Partners was founded in 2016 by Gary Paul, although the practice’s roots date back more than 50 years. Paul is joined by fellow advisors Gary Salva, Bill Matzinger and Chris Scuderi, and they are supported by Client Relationship Manager Lori Tedone. Together, they provide comprehensive financial planning and investment services for individuals, families and businesses.
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