LPL Financial: Academy, PFG join broker-dealer, RIA, custodial platforms

LPL Financial announced that over 30 financial advisors with Academy Financial, Inc., and PFG Advisors have joined LPL Financial’s broker-dealer, RIA and custodial platforms. Collectively, they reported serving approximately $4 billion in advisory, brokerage and retirement plan assets and join LPL from Lincoln Financial, now part of Osaic. Headquartered in Lutherville, Md., Academy Financial was founded in 1992 by U.S. Military Academy graduate Harry Horn, who built a client-centric firm based on the principles of integrity, professionalism and service. Since then, Academy has grown into a full-service, multidisciplinary financial planning firm that specializes in developing innovative wealth creation and preservation strategies. It’s now led by partners Brent J. Kvech, Michael T. Leonard, and Michael C. McFeeley, a former Maritime officer and United States Merchant Marine Academy grad. Horn continues to serve as a consultant and partner emeritus. Based in Berwyn, Pa., PFG Advisors is led by Tyler McCraw, and Steve Morris. PFG Advisors focuses on comprehensive financial planning with specializations in business succession planning, estate planning and corporate retirement strategies. With the move to LPL, the two firms will merge and operate under the Academy brand umbrella. Together, they are unifying their shared commitment to building and preserving wealth for families, executives and business owners.