Our team at Walker Covey Wealth Advisors has over 30 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 retirees to multigenerational families along with business owners and widows, we are here to support, educate and guide you as you navigate your financial future.

We are committed to our clients and value a mutual trust. 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.

We are fee-based fiduciary advisors in advisory relationships. We charge a fee based off how many assets you have under management. 

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.

 *Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM 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.

By partnering with LPL Financial, Walker Covey Wealth Advisors benefit from a robust framework designed to protect their clients' wealth. LPL Financial's extensive experience and resources provide a solid foundation for safeguarding assets.

Cyber Fraud Guarantee: LPL's security teams defend against cyber threats, with a commitment to reimburse clients 100% for losses due to unauthorized access.

FDIC Insured Cash Sweep Solutions: LPL's cash sweep programs offer enhanced FDIC insurance by spreading deposits across multiple banks, increasing coverage for individual and joint accounts.

SIPC Membership and Excess Protection: LPL provides account protection through SIPC membership and additional coverage from Lloyd's of London, ensuring a high level of asset protection.

Regulatory Oversight and Further Protections: LPL adheres to stringent regulatory standards and implements additional measures like maintaining minimum net capital and purchasing fidelity bonds, ensuring comprehensive protection for client assets.

These measures ensure that Walker Covey Wealth Advisors can offer their clients the highest standards of security and stability, backed by LPL Financial's expertise.