LPL Financial Welcomes Concentric Wealth Management
LPL Financial (NASDAQ:LPLA) has announced the addition of Concentric Wealth Management to its broker-dealer and RIA platform. The Cincinnati-based team, transitioning from Avantax by Cetera, brings approximately $715 million in assets under management.
Led by Patrick Burke and Matt Tarka, Concentric Wealth Management evolved from a 40-year-old accounting firm into a comprehensive wealth management practice. The team includes multiple certified professionals serving business owners, retirees, and emerging affluent households.
LPL Financial, which currently supports over 29,000 financial advisors and approximately 1,100 financial institutions, manages about $1.9 trillion in brokerage and advisory assets for approximately 7 million Americans.
LPL Financial (NASDAQ:LPLA) ha annunciato l'ingresso di Concentric Wealth Management sulla sua piattaforma broker-dealer e RIA. Il team di Cincinnati, in fase di passaggio da Avantax by Cetera, gestisce circa $715 milioni in asset.
Guidato da Patrick Burke e Matt Tarka, Concentric Wealth Management si 猫 trasformato da uno studio contabile con 40 anni di attivit脿 in una struttura completa di gestione patrimoniale. Il gruppo include diversi professionisti certificati che assistono imprenditori, pensionati e famiglie con patrimoni in crescita.
LPL Financial, che attualmente supporta oltre 29.000 consulenti finanziari e circa 1.100 istituzioni finanziarie, gestisce circa $1,9 trilioni in asset di intermediazione e consulenza per circa 7 milioni di americani.
LPL Financial (NASDAQ:LPLA) ha anunciado la incorporaci贸n de Concentric Wealth Management a su plataforma de broker-dealer y RIA. El equipo de Cincinnati, que se traslada desde Avantax by Cetera, aporta aproximadamente $715 millones en activos bajo gesti贸n.
Dirigido por Patrick Burke y Matt Tarka, Concentric Wealth Management evolucion贸 de una firma contable con 40 a帽os de trayectoria a una pr谩ctica integral de gesti贸n patrimonial. El equipo incluye varios profesionales certificados que atienden a propietarios de negocios, jubilados y hogares con patrimonios en crecimiento.
LPL Financial, que actualmente respalda a m谩s de 29.000 asesores financieros y a alrededor de 1.100 instituciones financieras, administra cerca de $1,9 billones en activos de corretaje y asesoramiento para aproximadamente 7 millones de estadounidenses.
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LPL Financial (NASDAQ:LPLA) a annonc茅 l'int茅gration de Concentric Wealth Management 脿 sa plateforme broker-dealer et RIA. L'茅quipe bas茅e 脿 Cincinnati, en transition depuis Avantax by Cetera, apporte environ 715 millions de dollars d'actifs sous gestion.
Dirig茅e par Patrick Burke et Matt Tarka, Concentric Wealth Management est pass茅e d'un cabinet comptable de 40 ans 脿 une pratique compl猫te de gestion de patrimoine. L'茅quipe comprend plusieurs professionnels certifi茅s au service de propri茅taires d'entreprises, de retrait茅s et de foyers 脿 patrimoine 茅mergent.
LPL Financial, qui soutient actuellement plus de 29 000 conseillers financiers et environ 1 100 institutions financi猫res, g猫re pr猫s de 1,9 billion de dollars d'actifs de courtage et de conseil pour environ 7 millions d'Am茅ricains.
LPL Financial (NASDAQ:LPLA) hat die Aufnahme von Concentric Wealth Management in seine Broker-Dealer- und RIA-Plattform bekanntgegeben. Das Team aus Cincinnati, das von Avantax by Cetera wechselt, bringt rund $715 Millionen an verwaltetem Verm枚gen mit.
Unter der Leitung von Patrick Burke und Matt Tarka hat sich Concentric Wealth Management von einer 40 Jahre alten Buchhaltungskanzlei zu einer umfassenden Verm枚gensverwaltungsfirma entwickelt. Das Team umfasst mehrere zertifizierte Fachleute, die Unternehmer, Rentner und aufstrebende wohlhabende Haushalte betreuen.
LPL Financial, das derzeit 眉ber 29.000 Finanzberater und etwa 1.100 Finanzinstitute unterst眉tzt, verwaltet rund $1,9 Billionen an Brokerage- und Beratungsgeldern f眉r circa 7 Millionen Amerikaner.
- Addition of $715 million in managed assets to LPL's platform
- Expansion of LPL's advisor network with established wealth management team
- Strategic growth of LPL's market presence in the Cincinnati region
- Demonstrates LPL's continued success in attracting large advisory practices
- None.
SAN DIEGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- 听announced today that the advisors of Concentric Wealth Management have joined LPL Financial鈥檚 broker-dealer, Registered Investment Advisor (RIA). They reported serving approximately
Based in Cincinnati, Ohio, the team is led by Patrick Burke, CPA庐 and Matt Tarka, AAMS庐, CRPS庐. The company started as an accounting firm over 40 years ago and expanded to wealth management 15 years ago. The advisors work with a broad spectrum of clients including business owners, retirees, and emerging affluent households. They also serve a large niche of other professional service providers.
鈥淲e are a one-stop-shop for our clients regardless of their stage of life. We provide highly skilled professional services through our wealth management practice,鈥� said Patrick Burke. 鈥淥ur approach is collaborative and relationship driven. We work as a close-knit team and take a multifaceted approach to service our clients, with the end goal of providing a sense of clarity and comfort. Though financial planning can feel overwhelming at times, we focus on building trust and offering personalized guidance every step of the way.鈥�
Why Concentric Wealth Management chose LPL
After experiencing significant growth over the past two years, the Concentric Wealth Management team, which includes advisors Molly Myers, CFP庐, CLU庐, Nick Groman, Esq., CFP庐, Tim Powell, CFP庐, AIF庐, Dean Johns, CPA庐, CFP庐, along with Paraplanner Jake Burke, CPA庐, Client Services Associates Josh Wentz, CFP庐 and Justin Lehkamp, turned to industry leader LPL to support their long-term vision.
鈥淎fter conducting extensive research, it became clear that LPL offers the foundation we need to operate a high-caliber advisory firm for high-net worth individuals,鈥� said Tarka. 鈥淭he cutting-edge technology, robust capabilities and strong alternative investment platform allows us to deliver an exceptional client experience while having the infrastructure to allow us to attract top talent and expand our footprint with intention. With this alignment, we鈥檙e equipped to accelerate our growth while staying rooted in our values.鈥�
Jake Burke added, 鈥淲e view our broker-dealer relationship as an extension of how we serve our clients. We were seeking a partner who aligns with our values, supports our collaborative approach and shares our long-term vision. We found that partnership with LPL.鈥�
Scott Posner, Managing Director, Business Development, said, 鈥淲e welcome the Concentric Wealth Management team to LPL. LPL is committed to delivering innovative technology and comprehensive business solutions to help advisors differentiate their practices and increase value for their clients. We look forward to supporting the team for years to come.鈥�
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (鈥淟PL Financial鈥�), a registered investment advisor and broker-dealer, member FINRA/SIPC.听Concentric Wealth Management and LPL Financial are separate entities.
Throughout this communication, the terms 鈥渇inancial advisors鈥� and 鈥渁dvisors鈥� are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the 鈥溾�� or 鈥溾�� section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
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