Detroit-Area Father and Son Team Join LPL Financial From Ameriprise
Financial advisers Mitchell “Mitch” and Wesley “Wes” McCann have joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms. They reported serving approximately $240 million in advisory, brokerage, and retirement plan assets, and join LPL from Ameriprise.
With the move, the father and son team launch Guardian Partners Wealth Management, an independent financial practice based in the Detroit suburb of Bloomfield Hills, Mich. Mitch, a 36-year veteran of the financial services industry, said the name was inspired by the team’s desire to protect their clients’ finances and help them achieve fiscal security through their retirement years. Wes joined his father about five years ago and together with the help of office manager, Nicole Obarto, the team takes a holistic, education-driven approach to wealth management.
“Our firm is a bit different in the sense that all our clients are nearing or in retirement, and our focus is on helping them make the most of their money – whatever their goals might be,” Mitch said. “Getting to know our clients, their retirement aspirations and their understanding of the financial planning process is a big part of what we do. We really enjoy taking the time to sit down with each client to put together a comprehensive plan to help their money work for them throughout their golden years.”
Looking to elevate their clients’ experiences along with their desire for more autonomy, the Guardian Partners Wealth Management team interviewed several firms before selecting LPL as the best fit for their business.
“Partnering with LPL means freedom, and that’s exactly what we were looking for,” Mitch said. “With LPL, we will be able to offer the solutions and products that make the most sense for our clients, allowing us to provide a next-level experience. And with LPL’s innovative offerings, like Admin Solutions and Marketing Solutions, we will be able to get the help we need to grow our business our way.”
“We welcome Mitch, Wes, and Nicole to the LPL community and are honored to support the launch of Guardian Partners Wealth Management,” said Scott Posner, executive vice president of business development.
“At LPL, we are committed to helping advisers visualize and develop their perfect practice by offering streamlined and integrated business solutions and personalized support to help them create an elevated experience for their clients. We look forward to supporting this team for years to come.”
LPL Financial Holdings Inc. serves nearly 23,000 financial advisers, including advisers at approximately 1,100 enterprises and 570 registered investment adviser firms nationwide. Headquartered in San Diego, its total advisory and brokerage assets totaled more than $1.44 trillion as of March 31, 2024.
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