Healy Wealth Management, LLC

Healy Wealth Management is a financial planning and investment management firm operating through LPL Financial, the nation’s largest independent broker/dealer*. For more than 20 years, LPL Financial has been committed to helping entrepreneurial advisors run their own successful practices through which they can offer truly independent guidance and advice. As it does with approximately 13,000 other firms, LPL provides Healy Wealth Management with second-to-none, open-architecture, integrated platforms of technology, brokerage, and investment services without the pressure or incentives to push proprietary products, thereby eliminating conflicts and allowing us to provide objective advice. LPL’s role is to oversee Healy Wealth Management’s compliance, act as custodian for client accounts, and provide technology and administrative services. For more on LPL Financial, visit www.lpl.com. This relationship with LPL Financial allows Healy Wealth Management to focus on helping clients preserve and accumulate wealth, minimize taxes, control risk, and plan for their family’s financial future. We build client relationships through personal and professional service, proactive communication, and prompt, personal attention. We assist our clients in setting long term, effective asset management goals, managing investments as we monitor these goals, and keeping clients informed of our progress with competent professional advice. Our success is based on our avid commitment to excellence for you.

Address: 200 Ashford Center North, Suite 400. Atlanta, GA 30338. USA

Phone: +1 770 353 6444
FAX: +1 770 353 6338