Celebrates 13 Years in Business
In June, Reston Wealth Management will celebrate its 13th year in the financial advice market. A 29-year veteran in the industry, founder Bob Tucker says his firm is unlike, say, a giant Fidelity, because he likes the focus on personal service and wants his clients to drive the process, not the company.
“We are an independent advisory firm,” Tucker says, “and we pride ourselves in being a holistic company because we want our clients to get the best in individualized care. To this end, we have developed a personalized financial website with interactive, user-friendly software that encourages our clients to check into their own financial status often.”
Tucker has aligned his firm with LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), the nation’s largest independent broker-dealer1 with advisory and brokerage assets of $475.6 billion as of December 31, 2015. In April, Tucker attended the LPL Financial 2016 conference in London, England, an event hosted for top-performing advisors of LPL Financial.
This annual advisor event is an educational forum for qualifying advisors and includes presentations and breakout sessions moderated by LPL leaders and strategic partners, Tucker explains. It also provides financial advisors the opportunity to network and share ideas with their industry peers.
“It is an honor to be able to participate in this prestigious industry event,” says Tucker. “Attending the LPL Summit conference is a wonderful opportunity to be able to expand and enrich the level of service and experience I can provide to my clients.”
“We applaud these elite advisors for having demonstrated a commitment to helping their clients as they strive to reach their financial aspirations,” added Dan Arnold, LPL president. “We are proud to be able to support Bob as he continues to manage and grow his business.”
Tucker says his mission is to foster a lasting relationship with clients founded on mutual trust, concern and respect, and to honor God in all they do. “We value long and trusting relationships with our clients, and because we are independent with no products to sell, we are committed to putting our clients’ best interests first.”
Tucker has always driven his firm to be involved with the community, and he encourages his team to spend time with Reston non-profit organizations that are making a difference.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Reston Wealth Management, a registered investment advisor and separate entity from LPL Financial.
For additional information contact: Erin Lester, Operations Manager and Client Services Specialist at Reston Wealth Management at 703-481-2280.