Real People, Real Results

A better way to streamline your practice


LPL Business Solutions enables you to streamline your business by giving you the capacity to meet the needs of your clients and prospects. By outsourcing areas of your practice to subject matter experts, you and your team have the freedom to focus on what matters to you.

Our industry-trained professionals are experts in marketing, office administration, and software technology, including the complexity of managing sensitive data to meet current compliance standards.  Our CFO solution can analyze your firm’s cash flow, identify strengths and opportunities, and help optimize a financial plan to achieve your short- and long-term business goals. M&A Solutions offers support for executing an acquisition strategy, whether you’re a seller or a buyer. All of these dedicated professionals are fully-trained LPL employees who understand the financial industry and are empowered to maximize efficiency and deliver measurable results.

We also offer solutions and services to protect your business. The Assurance Plan lets us help you protect your practice from an unexpected event to preserve your legacy and provide for your loved ones. The Resilience Plan provides your business with client service coverage on a temporary basis during a short-term medical leave or caring for a family member.

Whether you need a single solution or more, LPL Business Solutions can work with you to learn your needs and make a recommendation. We invite you to learn more about these services by clicking on the solutions below.


Account processing, office
tasks, scheduling and more



Website, SEO, social, lead
generation, blog and more



Short term and long term
financial planning and more



Cybersecurity, compliance
monitoring, cloud and more