Services to Help Your Business Thrive

Focus on what you do best, let us take care of the rest

For decades, LPL has partnered with financial professionals nationwide to help you run your best wealth management practice. In 2019, we established LPL Business Solutions to offer the same skill, scale, and technology to help you build your business, your way.

LPL Business Solutions is well positioned to be your strategic partner for administrative, marketing, and CFO services – as well as business planning and protection. Our services are engineered specifically to help you with time-consuming tasks. This leaves you free to maximize your time, focus on your clients, and impact your business in ways that matter most.

We have full-service, seamless solutions available on a subscription basis. Learn more about our solutions by clicking on the boxes below or schedule a consultation to discuss which services could deliver the most benefit to your business. 

LPL Financial Creative Graphic

Admin Solutions


Reduce daily tasks with LPL-trained administrative help

LPL Financial Creative Graphic

Assurance Plan


Safeguard the value of your business and protect your legacy

LPL Financial Creative Graphic

Bookkeeping Services

Streamline your business decisions with accurate and timely financial reports

LPL Financial Creative Graphic

CFO Solutions


Optimize the growth, scale, and profitability of your business

LPL Financial Creative Graphic

Digital Office


Protect your practice with our cybersecurity and cloud storage solutions

LPL Financial Creative Graphic

Marketing Solutions

Digital marketing to connect with clients and generate prospects

LPL Financial Creative Graphic

M&A Solutions


Make your merger or
acquistion easier and more cost-effective

LPL Financial Creative Graphic

Paraplanning Services

Looking to scale your business? Our team can help you create a plan

LPL Financial Creative Graphic

Partial Book Sales

New! Create capacity to do more by right-sizing your practice with Partial Book Sales