NEW HOPE, Pa.--(BUSINESS WIRE)--Lisa (Bodine) Policare, an independent financial advisor at Penn Wealth Planning in New Hope, PA, was recently recognized by Forbes as one of the 2018 Best-In-State Wealth Advisors.
According to Forbes, advisors selected for the inaugural list were assessed on a variety of criteria, including years of experience, community involvement and client retention data*.
“This is a huge accomplishment,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “It takes a tremendous amount of dedication and experience to achieve this level in our industry. Lisa has committed to her role in supporting her clients’ financial lives and is a great example of the value the independent model has to grow successful businesses. We are proud to be an enabling partner to Lisa and wish her continued success.”
Lisa has been providing financial services to clients in Pennsylvania for over 20 years. Along with her team at Penn Wealth Planning, Lisa provides a full range of financial services, including retirement and financial planning, individual investment management and insurance services.
Lisa is an LPL Financial advisor. LPL is the nation’s largest independent broker-dealer** and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About Penn Wealth Planning, LLC: Penn Wealth Planning is an independent wealth management firm. Our independence enables us to focus on your best interests at all times without bias. We take the time to learn about you, your goals and objectives before making recommendations. This allows us to deliver a truly personal strategy customized for your needs. These are just a few of the considerations that differentiate Penn Wealth Planning and contribute to our unparalleled reputation for developing meaningful, long-term client relationships built on trust.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
LPL.com / NASDAQ: LPLA
**Based on total revenues, Financial Planning magazine, June 1996-2017
LPL Financial, Forbes magazine and SHOOK Research are separate entities.
Securities offered through LPL Financial member of FINRA/SIPC