FOR IMMEDIATE RELEASE
Bill Holleran Communications
WEALTH ADVISORS GROUP ANNOUNCES NEW BROKER-DEALER AFFILIATION
WITH LINCOLN FINANCIAL ADVISORS
Independent Financial Services Firm Now Has Access to Lincoln’s Full U.S.-Wide Planning & Technology Capabilities
Frederick, Md. – September 1, 2015 – Wealth Advisors Group, an independent financial services firm providing comprehensive and holistic financial planning, investment management and wealth management, today announced that it has realigned its broker-dealer affiliation with Lincoln Financial Advisors (LFA), one of Lincoln Financial Network’s two broker-dealers.
“We could not be more excited about the promise our new relationship with Lincoln Financial Advisors holds for our clients,” said David Urovsky, president of Wealth Advisors Group. “We will be able to bring all the capabilities and resources of Lincoln Financial Network to our clients so that we can serve them even better and take our firm to the next level. This move will benefit everybody involved.”
“We are delighted that David is bringing his 20+ years of experience in financial planning, investment management and wealth management to our Frederick marketplace,” said Stefan Lambert, managing principal of LFA’s Greater Washington, D.C. Regional Planning Office. “David represents the core values that LFA advisors throughout the country embrace in assisting clients with financial matters.” According to Lambert, these core values include comprehensive and holistic planning, as well as a risk-adjusted approach to investment management and wealth management.
“We put a strong emphasis on managing risk in a portfolio,” Urovsky concurred. “Our number one goal is to obtain optimal returns with the least amount of risk.” At the same time, he noted, “We always strive to provide advice that is in the client’s best interest.”
According to Lambert, Urovsky and his team will be affiliated with LFA’s Washington, D.C. regional planning office, which will give Wealth Advisors Group’s 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,” Urovsky said.
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. Urovsky and his team always strive to provide advice that is in the client’s best interest. 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.