OUR PARTNERS
Because your financial situation may at times be complex, our team, with your permission, works directly with other professionals to coordinate, design and implement specific strategies that can help you achieve your goals. In addition to consulting with professionals within Stratos Wealth Partners and LPL Financial regarding technical and planning issues you may face, we work with external professionals including certified public accountants, attorneys, and insurance specialists.
About our partnership with LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to reply on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit lpl.com.
About our partnership with Stratos Wealth Partners
Barbara Marquis is registered as an Investment Advisor Representative with Stratos Wealth Partners. Investment advice offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor DBA Marquis Wealth Group.
Stratos Wealth Partners, Ltd. is an independent broker-dealer and an unaffiliated third party. While giving us access to advisory services, Stratos Wealth Partners provides compliance and supervisory oversight of Marquis Wealth Group for our clients.
About our partnership with Goldman Sachs Private Bank
Now available to all our clients, Goldman Sachs Private Bank Select (“GS Select”), a securities-based lending solution that uses diversified, non-retirement investment assets in a client’s pledged account as collateral. GS Select’s digital platform allows clients to quickly and seamlessly establish a revolving line of credit for your clients, providing easy access to liquidity.
About our partnership with Smooth 401K
We partner with Smooth 401k for all our company sponsored plan needs. They are a premier plan sponsor focused firm that looks to team up with advisors to create a better solution for clients by focusing creating efficiencies and outsourcing liability protections. Utilizing today’s tools and technology to offer a modern solution for clients and advisors in the new workplace, with a focus of bringing back the human touch with one point of contacts on every level.
About our partnership with UMB Bank
Convenient cash management services allow clients to manage their long-term investments and day-to-day finances in one convenient account. You have the flexibility to offer value-added services to address your clients' needs, including unlimited check writing, a VISA Platinum debit card, wire transfer services, direct deposit and online bill pay.