Access to World-Class Resources

We not only build deep and long-term relationships with clients but also maintain valuable partnerships within the financial industry. 

McCombs Financial Services teamed up with the Private Advisor Group (PAG) in 2015, giving our firm and our clients access to extraordinary risk management, trust and estate planning resources.

PAG is the largest branch office of LPL Financial, one of the nation’s largest independent broker/dealers.* LPL Financial maintains a non-proprietary trading platform offering thousands of different investment products. LPL also provides unbiased research, state-of-the art technology and cutting-edge investment tools.

The bottom line is that we’re backed by the powerful resources of a distinguished financial services company. This means we’re fully empowered to put our considerable wealth management experience to work for you.

*As reported by Financial Planning magazine, June 1996–2015, based on total revenue