Nov. 7, 2012
has announced that he and his team are joining Legacy Wealth Planning (
), an established group of independent financial advisors who focus exclusively on what is best for their clients. Elston and his team plan to maintain more than
in client assets in the transition as they move to an independent business model to better manage the assets of approximately 1,100 clients throughout the
"As an independent financial advisor, I have created a home where I have the ability to shape my own business culture and to serve my clients without any conflicts of interest," said Elston. "My decision to become independent not only opens a new door for my team, but also expands the opportunities where we can truly be aligned with our number one priority – our clients."
Elston's new team includes
Tiffany Del Santo
. The four have over 100 years of combined experience in the financial services industry and look forward to the positive effects of the move to independence.
About Legacy Wealth Planning
Legacy Wealth Planning is an independent wealth management firm offering comprehensive financial planning to clients in the
area. The firm has extensive experience serving successful professionals, families and business owners and assists them with their long- and short-term objectives. The firm's mission is to present its clients complete financial advice and wealth management services focused on enhancing, protecting and preserving their wealth for themselves and their families. Because of the support we receive through LPL Financial (NASDAQ: LPLA), the nation's largest independent broker/dealer*, advisors are able to provide a variety of tools and resources in order to optimize their clients' experience. For more information, please visit
* As reported in
Financial Planning Magazine
1996-2012, based on total revenues.
Securities offered through LPL Financial, Member FINRA/SIPC.
SOURCE Legacy Wealth Planning