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Benefits of Independence

Benefits of Independence

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HB Retirement has no proprietary products or affiliations with investment managers. We are supported by the resources of LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc.(NASDAQ: LPLA), the nation’s largest independent broker/dealer (based on total revenues,Financial Planning magazine, June 1996-2018), an RIA custodian and an independent consultant to retirement plans. LPL Financial supports more than 14,000 independent financial advisors, over 700 banks and credit unions, and approximately 4,400 financial advisors licensed with insurance companies. For more information on LPL Financial, visit www.lpl.com.

Through LPL Financial, advisors have access to advanced analytic tools such as fee benchmarking and vendor search, that enhance our due diligence capabilities within an independent framework. We are also able to utilize institutional-quality portfolio manager due diligence through the experienced and award-winning LPL Research team*. LPL Financial retirement advisors represent one of the nation's largest networks of retirement plan focused advisors with over 43,000 plans that serve over three million participants and represent $117 billion in assets under advisement.

When you are ready to consider the most appropriate retirement plan for your employees, incorporate the guidance and impartial advice of HB Retirement in your decision. Our independence enables us to offer objective strategies and innovative plans that are singularly focused on managing your investment goals.

*LPL Research has received 10 Hermes Creative Awards, including awards for our flagship publications and infographics, i.e., Outlook 2015: In Transit, Outlook 2015: In Transit Abridged, Tracking Yellen's Indicators Infographic, House of Charts, Weekly Economic Commentary, Weekly Market Commentary, Bond Market Perspectives, Keeping You Up-To-Date, and @LPLResearch. We are honored to be recognized in this prestigious international competition. Please see LPLResearch for more details.

About Us

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  • Why HB Retirement?
  • Our Team of Experts
  • Benefits of Independence

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920 Fort Duquesne Boulevard
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Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through HB Retirement, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, DC, FL, GA, IL, LA, MD, MI, NC, NY, OH, PA, SC, TX, VA, WV

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