Home > Newsletters > U.S. Wealth Management Welcomes Equity Planning Inc. to Platform

U.S. Wealth Management Welcomes Equity Planning Inc. to Platform

Date: 
Wednesday, May 1, 2013

U.S. Wealth Management Welcomes Equity Planning Inc. to Platform; Newly Recruited Independent Advisory Practice Brings Approximately $250 Million in Advisory and Brokerage Client Assets.

We are pleased to introduce Marc Schliefer, CFP® and President of Equity Planning Inc. to U.S. Wealth Management. Founded in 1963 and headquartered in Bethesda, Maryland, Equity Planning Inc. provides financial planning services and wealth management solutions to high net worth retail and business clients in over 40 states nationwide.

Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and U.S. Wealth Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: CT, FL, IL, MA, NJ, NY, PA, RI, TX, VA. To view current copies of our form ADV Part 2A, Form CRS, and Privacy Policies please CLICK HERE.

LPL Financial Form CRS