A Colorado advisory firm, Blue Sky Wealth Management, that oversees $275 million in client assets has joined LPL Financial from Woodbury Financial Services, LPL announced Thursday. Woodbury is a unit of Osaic, formerly known as Advisor Group.
Joe Di Biasi and Greg McElheny founded Greenwood Village-based Blue Sky in 2016 by merging their individual practices. The firm includes advisors Leor Getzel and Bill Simmermon.
They focus on building personalized strategies for their clients, and they say that commitment to their clients is behind the move to LPL.
“LPL offers our team the opportunity to chart our own course. They offer best-in-class tools and technology, as well as differentiated service experiences,” McElheny, who had done a stint with LPL earlier in his career, said in a statement. “We are confident this partnership will allow us greater flexibility to simultaneously focus on our clients and grow our business.”
LPL works with more than 21,000 financial advisors and brokers.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
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