{"id":385077,"date":"2020-11-19T09:03:10","date_gmt":"2020-11-19T14:03:10","guid":{"rendered":"http:\/\/www.marketnewsdesk.com\/?p=385077"},"modified":"2020-11-19T09:03:10","modified_gmt":"2020-11-19T14:03:10","slug":"adara-wealth-management-launches-with-support-of-lpl-strategic-wealth-services","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/adara-wealth-management-launches-with-support-of-lpl-strategic-wealth-services\/","title":{"rendered":"Adara Wealth Management Launches With Support of LPL Strategic Wealth Services"},"content":{"rendered":"
\n

CHARLOTTE, N.C., Nov. 19, 2020 (GLOBE NEWSWIRE) — LPL Financial LLC<\/a>, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that financial advisors George Chardukian CFP\u00ae<\/sup>, Adam Goldstein CFP\u00ae<\/sup> and Maria Peralta have launched their independent practice, Adara Wealth Management, through affiliation with LPL Strategic Wealth Services<\/a>. The team will leverage LPL\u2019s broker-dealer, corporate RIA and custodial platforms and receive ongoing, personalized support from LPL professionals for day-to-day operations as well as long-term business management. The advisors reported having served approximately $380 million in advisory, brokerage and retirement plan assets*. They join from RBC Capital Markets.<\/p>\n

Based in Tucson, Ariz., the Adara team said they feel more like family than co-workers. Chardukian, who has been in the industry since 1982, hired Goldstein as a college intern, leading to his full-time employment immediately after graduation. Chardukian mentored Goldstein over the years, thinking long-term about his business and his clients and establishing the path for succession. Goldstein is now co-founder and president of Adara, as well as a 2020 Forbes Best-in-State Wealth Advisor. They expanded the practice with Peralta, who has a background in public service and brings a different view to the business as a female financial advisor. Amy Montiel rounds out the team as client service concierge. All four team members are service-minded and detail-driven, committed to continuing the legacy practice that Chardukian started decades ago.<\/p>\n

Adara Wealth Management was founded on the principal of \u201calways doing the right thing, for the right reasons, and in the right way for our clients,\u201d said Chardukian. \u201cWe will always treat clients the way we would treat our own family and friends. It\u2019s a simple idea built on believing that what\u2019s in our clients\u2019 best interests is also what is in our best interest.\u201d<\/p>\n

That client-first mindset led to their decision to launch a new independent practice that provides the team with access to enhanced technology and the ability to deliver a differentiated service experience to their clients. \u201cWith support from LPL, we can push ahead and take our client experience to the next level. We\u2019ll be at the forefront of what\u2019s going on in the industry and offer the services that clients desire and expect,\u201d Goldstein said.<\/p>\n

\n LPL Strategic Wealth Services<\/strong>
\n provides committed support<\/strong>
\n
The team chose LPL to gain access to innovative technology, integrated platforms and sophisticated resources. More specifically, they chose LPL Strategic Wealth Services for the additional layer of services provided to support the most vital elements of running a thriving practice. \u201cWe didn\u2019t want to start an entire business from the ground up. With Strategic Wealth Services, LPL provides the infrastructure and resources to make a smooth transition into the independent world, as well as coaches who will make sure we\u2019re taking advantage of all the company has to offer,\u201d Chardukian said.<\/p>\n

LPL Strategic Wealth Services provides the team with support from the very beginning stages, including real estate sourcing, financial budgeting, brand development, technology set up, HR support and a dedicated onboarding team, as well as continuous personalized support from LPL partners providing administrative, marketing and CFO services. \u201cWe view LPL as an extended part of our team to help make sure everything runs smoothly. This allows us to spend more time focused on taking care of our clients,\u201d Peralta said, noting they especially appreciate the flexibility of choosing technology platforms specific to their business needs.<\/p>\n

As they sought out a name for their new business, the team chose Adara because it means noble and having high moral principles. This, coupled with their desire to understand and analyze their clients\u2019 best needs, resonated with the team in both their professional and personal lives. The advisors are all highly active in their community. Chardukian is a board member for Interfaith Community Services and a charter member of the Planned Giving Advisory Council. He is also a member of the President\u2019s Leadership Council at Carthage College. Goldstein volunteers with the Jewish Federation of Southern Arizona, and has received its \u201cYoung Man of the Year\u201d award. He is also a member of the University of Arizona A-club, Nexus Executives and the Empower Coalition. Peralta is a member of the Make-A-Wish Foundation of Arizona Ambassador Board and Wishmaker\u2019s Council.<\/p>\n

\u201cWe extend a warm welcome to George, Adam, Maria and Amy, and congratulate the team on the launch of their new independent business,\u201d said Rich Steinmeier, LPL Financial managing director and divisional president, Business Development. \u201cWe are committed to being a long-term partner to the Adara team\u2014and all of our advisors\u2014by delivering a wealth management platform that supports the full lifecycle of their business. Through ongoing investments, our advisors have access to technology, resources, business solutions and service that enable them to deepen their client relationships and fuel their independent businesses.\u201d<\/p>\n

Read more about Adara<\/a> Wealth Management<\/a>. Also, learn about other firms that recently joined LPL in the LPL Financial News and Media section<\/a> of LPL.com.<\/p>\n

Advisors, find an\u00a0LPL business development representative<\/a>\u00a0near you.<\/p>\n

\n
\n About LPL Financial<\/u>
\n <\/strong>\n <\/p>\n

LPL Financial (https:\/\/www.lpl.com<\/a>) is a leader in the retail financial advice market, the nation\u2019s largest independent broker-dealer** and a leading custodian (or provider of custodial services) to RIAs. We serve independent financial advisors, professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.<\/p>\n

Securities and advisory services offered through LPL Financial LLC, an SEC- registered broker-dealer and investment advisor. Member FINRA\/SIPC.<\/p>\n

Throughout this communication, the terms \u201cfinancial advisors\u201d and \u201cadvisors\u201d are used to refer to registered representatives and\/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the \u201cInvestor Relations\u201d or \u201cPress Releases\u201d section of our website.<\/p>\n

*Based on prior business and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Reported assets and client numbers have not been independently and fully verified by LPL Financial.<\/p>\n

**Based on total revenues, Financial Planning<\/em> magazine June 1996-2020<\/p>\n

Adara Wealth Management and LPL Financial are separate entities.<\/p>\n

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.<\/p>\n

Connect with Us!<\/p>\n

\n https:\/\/twitter.com\/lpl<\/a>\n <\/p>\n

\n https:\/\/www.linkedin.com\/company\/lpl-financial<\/a>\n <\/p>\n

\n https:\/\/www.facebook.com\/LPLFinancialLLC<\/a>\n <\/p>\n

\n https:\/\/www.youtube.com\/user\/lplfinancialllc<\/a>\n <\/p>\n

\n
\n Media Contact:<\/u>
\n <\/strong>
\n
Lauren Hoyt-Williams
(980) 321-1232
Lauren.Hoyt-Williams@lpl.com<\/a>\u00a0<\/p>\n


\n
\n \n <\/div>\n

<\/div>\n","protected":false},"excerpt":{"rendered":"

CHARLOTTE, N.C., Nov. 19, 2020 (GLOBE NEWSWIRE) — LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that financial advisors George Chardukian CFP\u00ae, Adam Goldstein CFP\u00ae and Maria Peralta have launched their independent practice, Adara Wealth Management, through affiliation with LPL Strategic Wealth Services. The team will leverage LPL\u2019s broker-dealer, corporate RIA and custodial platforms and receive ongoing, personalized support from LPL professionals for day-to-day operations as well as long-term business management. The advisors reported having served approximately $380 million in advisory, brokerage and retirement plan assets*. They join from RBC Capital Markets. Based in Tucson, Ariz., the Adara team said they feel more like family than co-workers. Chardukian, who … <\/p>\n

Continue reading “Adara Wealth Management Launches With Support of LPL Strategic Wealth Services”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-385077","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nAdara Wealth Management Launches With Support of LPL Strategic Wealth Services - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/adara-wealth-management-launches-with-support-of-lpl-strategic-wealth-services\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adara Wealth Management Launches With Support of LPL Strategic Wealth Services - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"CHARLOTTE, N.C., Nov. 19, 2020 (GLOBE NEWSWIRE) — LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that financial advisors George Chardukian CFP\u00ae, Adam Goldstein CFP\u00ae and Maria Peralta have launched their independent practice, Adara Wealth Management, through affiliation with LPL Strategic Wealth Services. The team will leverage LPL\u2019s broker-dealer, corporate RIA and custodial platforms and receive ongoing, personalized support from LPL professionals for day-to-day operations as well as long-term business management. The advisors reported having served approximately $380 million in advisory, brokerage and retirement plan assets*. They join from RBC Capital Markets. Based in Tucson, Ariz., the Adara team said they feel more like family than co-workers. 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