Fueled by fresh ideas and backed by LPL Financial's abundant resources, Garcia Wealth Management Group offers independent financial planning services focused on guiding our clients to their long-term goals.
A time-tested, four-step process enables Garcia Wealth Management Group to develop a unique financial plan for you, custom-tailored to fit your life today and tomorrow. Regardless of a client's life situation, our independence from Wall Street ensures your best interests are always our top priority.
Independent research and the latest cutting-edge technology provides our firm with unbiased investment strategies with utmost choice and flexibility–all in a conflict-free environment. Our partnership with LPL Financial, the nation's largest independent broker/dealer*, ensures unbiased financial planning and advice, as we do not favor a particular brand. At Garcia Wealth Management Group, our process and business model allows us to create genuine partnerships with our clients built on trust and understanding.
*Based on total revenues as reported in Financial Planning Magazine, June 1996-2012