PrivateAdvisorGroup

Empowering financial advisors to grow with freedom, support & community. Securities offered through LPL Financial, Member SIPC

[PrivateAdvisorGroup @privateADVgroup]

Connection supports mental well-being. That’s why we created the Fit to Serve Foundation — to strengthen the communities we serve through connection, care, and giving back. #MentalHealthAwareness https://t.co/2q0fIq2IYS

[PrivateAdvisorGroup @privateADVgroup]

Loved seeing Stacy Wilson of Wilson Peak Wealth Management featured in @InvestmentNews’ summer reading list. Her pick: Being Mortal by Atul Gawande a powerful reminder of the importance of planning, perspective, and meaningful conversations.
https://t.co/5iEdEp6Rnp

[PrivateAdvisorGroup @privateADVgroup]

Growth shouldn’t come at the cost of burnout.
The advisors who scale sustainably aren’t doing more; they’re simplifying, streamlining, and creating space for what matters most. What would you gladly hand off if you could?
https://t.co/Cim8NwMlpU

[PrivateAdvisorGroup @privateADVgroup]

Financial education impacts more than money habits. It can build confidence, reduce stress, and support long-term well-being.

Financial literacy matters at every stage of life. #FinancialEducation #MentalHealthAwareness

[PrivateAdvisorGroup @privateADVgroup]

The advisors winning today aren’t trying to serve everyone. They’re becoming known for something specific. In the latest Perspectives, read why niche specialization helps advisors attract better-fit clients, deepen trust, & build more referable practices. https://t.co/eYxkAWzhEd

[PrivateAdvisorGroup @privateADVgroup]

Many independent financial advisors are under intense emotional, mental, and physical pressure. Consider these findings. This is why we launched the Fit to Serve foundation. #FinancialStress #MentalHealthAwareness #FinancialWellness

[PrivateAdvisorGroup @privateADVgroup]

Through our Fit to Serve Foundation, we’re proud to support @afspnational. Suicide is the 11th leading cause of death in the US, but intervention works. The @988Lifeline handled 5M+ contacts last year alone.
Need help? Call/text 988. Learn more: https://t.co/efB4fjEUGU

[PrivateAdvisorGroup @privateADVgroup]

Tacos, tunes, and traditions! 🌮🎺
Cinco de Mayo is here, a great time to celebrate the culture and community that make our firm so vibrant. Whether you’re grabbing lunch with the team or enjoying a little extra guac today, we hope you have a fantastic celebration.

[PrivateAdvisorGroup @privateADVgroup]

Happy Asian American & Pacific Islander Heritage Month! This May, we’re honoring the rich histories that shaped us while championing the innovators defining what’s next. Let’s make some noise for the voices, cultures, and achievements that move us all toward progress.

[PrivateAdvisorGroup @privateADVgroup]

One week later, and we’re still talking about this moment. ⛳At the inaugural Fit to Serve Classic, Michael Hecht delivered something you don’t see every day… a hole-in-one. A rare shot, and a great reminder of what made the day special!
#FitToServe #GolfForGood

[PrivateAdvisorGroup @privateADVgroup]

May is Mental Health Awareness Month, and we’re spreading awareness to ensure our community remains #fittoserve. Here are a few eye-opening stats. The connection between financial wellness and mental health is clear.
#MentalHealthMatters #FinancialWellness #MentalHealthAwareness

[PrivateAdvisorGroup @privateADVgroup]

Financial Literacy Month is ending, but our mission isn’t. We’ve shared the data: the need is real, education works, and progress happens when we show up. Together we're building stronger communities through financial confidence. 📈
#FinancialLiteracyMonth #FitToServe

[PrivateAdvisorGroup @privateADVgroup]

Independence isn’t one-size-fits-all. For Ron Halterman and the NorthwardFG team, it was about reclaiming time and putting clients first.
@privateADVgroup is built to help advisors lead on their own terms. See Ron’s story in @barronsadvisor: https://t.co/SgSyVnhm9S

[PrivateAdvisorGroup @privateADVgroup]

It’s tee time at the inaugural Fit to Serve Classic! ⛳
We’re at Forsgate Country Club with our advisors and partners for a day of connection, competition, and giving back. Thank you for supporting the Fit to Serve Foundation mission! 🏌️‍♂️
#FitToServe #GolfForGood #CommunityImpact

[PrivateAdvisorGroup @privateADVgroup]

Frank Smith named 2026 Most Admired CEO by @CBJnewsroom.
A reflection of the momentum behind our 800+ advisor community—and a firm built for where advisors are going next.
See what’s driving it → Read more https://t.co/fEQv95ZYHi

[PrivateAdvisorGroup @privateADVgroup]

Adversity → opportunity?

After a stage IV melanoma diagnosis, RJ Moore shares how mindset, community, and grace carried him forward with @Diana_Britton.

A powerful reminder of resilience.

Listen: https://t.co/QF3iqIki3D

[PrivateAdvisorGroup @privateADVgroup]

Behind every successful independent advisor is a support system that works quietly and consistently. While every transition is unique, most advisors are fully up and running in just 30-45 days.
Seamless transitions happen here: https://t.co/oMKmYom8bb

[PrivateAdvisorGroup @privateADVgroup]

The countdown is on! ⛳The Fit to Serve Classic is just around the corner, bringing together our advisor community and partners for a day of golf and giving in support of the Fit to Serve Foundation. https://t.co/60GN3EJSQv

[PrivateAdvisorGroup @privateADVgroup]

Gen Z is learning money from TikTok & YouTube—nearly 70% turn to social for financial advice. But quality is mixed, and literacy scores lag at just 38%.
They deserve better. Advisors who meet them where they are—and deliver guidance they can trust.
#FinancialLiteracy #FitToServe

[PrivateAdvisorGroup @privateADVgroup]

Advisors got real about what’s actually working in their practices.
Top takeaway? It’s not about more tech—it’s about better workflows, smarter service models, and intentional growth.
5 lessons worth your time 👉 https://t.co/ndyryHYjez