The Power of Three

DeSantis Financial Group maintains two strong associations. First, we enjoy securities oversight, financial planning and technology supported through LPL Financial, one of the largest independent broker dealer in the nation. Financial advisors backed by LPL Financial have become a leading source of independent advice for accumulating and managing personal wealth.

Secondly, DeSantis Financial Group is supported by a large regional network of America Group by LPL Financial. Service team members, both local and regionally, are skilled, knowledgeable, and focused on serving clients with dedication and distinction. 

You can benefit from:

Comprehensive Guidance and Advice

With access to leading independent research, We can help you make informed decisions.

Investment Choice and Flexibility

LPL does not offer any proprietary products. We will help you choose suitable investment products and strategies from any of the nation’s leading investment managers.

Holistic Approach to Life Planning

No matter where you are in life, just getting started or winding down a successful career, you have goals and dreams. We engage you in an ongoing conversation about your needs, goals and objectives to create a life plan that is right for you.

Convenient Account Access

You can manage your account online at anytime, day or night, from the convenience of your home or office. In addition, easy to read account statements keep you informed of account activity and performance.

Passion for Providing Independent Advice

DeSantis Financial Group provides tailored strategies designed to address the needs of your life goals and financial growth. One way we measure our success in helping clients, is through tapping into LPL’s vast resources that provides the independent research and advice a client needs.

America Group is a marketing name for a supervisory branch of LPL Financial that supports assigned independent advisors at LPL Financial, a broker/dealer and registered investment advisor. Through America Group, DeSantis Financial Group has access to additional resources, such as administrative support and investment research. DeSantis Financial Group is a separate entity from LPL financial and America Group.