By David Urovsky
August 25, 2015 represents a major milestone for Wealth Advisors Group. On that date, we realigned our broker-dealer affiliation with Lincoln Financial Advisors (LFA), one of Lincoln Financial Network’s two broker-dealers. As a result, we now have access to Lincoln’s full U.S.-wide planning and technology capabilities.
We could not be more excited about the promise this new relationship with Lincoln Financial Advisors holds for our clients. Now we will be able to tap into all the capabilities and resources of Lincoln Financial Network so that we can serve clients even better and take our firm to the next level. This move will benefit everybody involved.
We’re delighted that we will be affiliated with LFA’s Greater Washington, D.C. Regional Planning Office, which will give our clients access to the full support that Lincoln offers to financial advisors and clients throughout the Greater D.C. marketplace. This includes a local planning department, local operations department and local technology team that provides the latest upgrades and updates in the financial services industry.
One of the most important benefits of our new alliance with Lincoln will be expanded access to research, analytics and financial planning resources.
We will be working closely with Stefan Lambert, managing principal of LFA’s Greater Washington, D.C. office. Here is what he had to say about our new affiliation: “We are delighted that David is bringing his 20+ years of experience in financial planning, investment management and wealth management to our Frederick marketplace. David and his team represent the core values that LFA advisors throughout the country embrace in assisting clients with financial matters, including comprehensive and holistic planning, as well as a risk-adjusted approach to investment management and wealth management.”
Reinforcing Lambert’s comment about risk, one of our hallmarks at Wealth Advisors Group is maintaining a strong emphasis on managing risk in a portfolio. Our number one goal is to obtain optimal returns with the least amount of risk. At the same time, we follow a fee-based approach that always puts the client’s best interests first, avoids conflicts of interest with the sale of investment products, and provides more transparency regarding what clients are being charged.
About Wealth Advisors Group
Wealth Advisors Group draws upon president David Urovsky’s 20+ years of experience in the financial services industry to provide comprehensive, holistic and risk-managed investment management and wealth management services to clients who are ready to retire or who have already retired. The firm is based in the heart of downtown Frederick, Md. David Urovsky is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Wealth Advisors Group is not an affiliate of Lincoln Financial Advisors. For more information, visit http://www.wealthadvisorsgrp.com.
About Lincoln Financial Network
Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, both members of FINRA and SIPC. Consisting of approximately 8,500 representatives, agents and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners and families.