wARREN LUDFORD cfp® CERTIFIED FINANCIAL PLANNER™

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. Investment products and services available only to residents of: Florida (FL), Indiana (IN), Minnesota (MN), New York (NY),  North Dakota (ND), Texas (TX) and Wisconsin (WI). Fee-based advisory services are available only to residents of Minnesota (MN), and Texas (TX). We are licensed to sell insurance products in the state of Indiana (IN) and Minnesota (MN).  Check the background of this investment professional on FINRA’s BrokerCheck


Experience.  Guidance.  Trust.

The pace and complexity of managing modern finances demand specialized attention with a holistic approach to managing wealth.  So having access to the resources, experience and unbiased guidance from a trusted partner can be invaluable.

Our purpose is to deliver financial guidance and personalized service to help you as you seek to build and preserve your wealth, create a strategy for attaining your financial goals, and empower you to pursue your life’s aspirations.

Extensive Resources

Backed by the largest independent broker/dealer in the nation*,  our firm has extensive resources and capabilities to support a wide variety of financial strategies from the most straight-forward to the more complex and sophisticated.


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Comprehensive Financial Strategies

We have an understanding of the myriad of opportunities available to you, as well as the complex challenges you face, and are free to recommend only those strategies we believe align with your future goals and aspirations.


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Exceptional Service

Our service to you is of utmost importance, and at the heart of that is communication. We adapt our approach based solely on your preference, with an emphasis on fostering a trusted relationship that encourages an open exchange of ideas and shared concerns.


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Knowledgeable, Objective Guidance

Our knowledge, experience and independence means we can provide you with sound, objective, unbiased guidance- allowing us to act in your best interests at all times.


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*As reported in Financial Planning Magazine, 1996-2013, based on total revenue.

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