Our team at Walker Covey Wealth Advisors has over 20 years of experience supporting clients through their financial decisions. We founded this firm on complete trust in each other and with our clients. We rely on each other’s strengths and are confident that every member of our team will take incredible care of our clients throughout the planning process.
We work with people of all ages and in various stages of their financial journey – from saving for future generations, to retiring and gifting.
We practice “principled investing”, a fundamental, solid approach to investing instead of having a reactionary approach based on what’s happening in the news or what the latest trends are. And when you do have a question, we work as a team to be responsive, so you get the attention you deserve.
After careful research, we aligned with LPL Financial because of their deep commitment to our clients and our business. We did not make this decision lightly and can assure you that we went through a rigorous review. We needed to find a better home for ourselves and our clients and to be supported by a culture that prioritizes clients’ needs and interests above everything else. LPL’s comprehensive support, technology, and research, along with their model of transparency and dedication to independence and choice, allows us to provide you with a wide range of diligently evaluated, non-proprietary products. In fact, you will have access to a broad array available to you by virtue of LPL’s scale. As a leader in the retail financial advice market, we are confident that we are being fully supported by a firm who can match our high standards. LPL Financial is the nation’s largest independent broker/dealer* overall and third largest custodian of assets**, supporting over 19,000 independent advisors.
*Based on total revenues, Financial Planning magazine, June 1996 – 2021
**Cerulli Associates, 2019 U.S RIA Marketplace Report
As a Financial Industry Regulatory Authority (FINRA) member firm, subject to the federal securities laws and the rules of industry self regulatory organizations, LPL Financial prioritizes its obligations to protect client assets in their custody with the utmost care and scrupulous adherence to financial protection rules, including those governing the segregation of client assets.
LPL provides an enormous catalog of services and resources, as well as a long history of financial stability. The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. An explanatory brochure is available at www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $750,000,000 subject to conditions and limitations. The account protection applies when a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.