The move to LPL allowed Sweeney to establish his independent practice, Sweeney Wealth Advisors. Based in Toledo, Ohio, Sweeney provides comprehensive investment advice and financial planning for families and individuals, as well as retirement plans for small businesses. He is assisted by two office support members.

Sweeney, a lifetime fan of The Ohio State University football and basketball programs, said he is meticulous about providing "the highest level of personalized service" for each client. He noted that the move to LPL gives him the ability to serve clients more strategically while providing customized advice for each individual.

"I appreciate the independence and transparency offered at LPL. I'm able to create my own brand as I grow my company, and yet I have access to a competitive array of money management platforms. Because LPL doesn't own insurance companies or mutual funds, I can be fully transparent in the services I provide as I help my clients work toward their financial goals," Sweeney said.

Read about other firms that recently joined LPL in the LPL Financial News and Media section of LPL.com.

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Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.

Sweeney Wealth Advisors and LPL Financial are separate entities.

*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.

**Based on total revenues, Financial Planning magazine June 1996-2019

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