Our RIA
Way & Way has partnered with Independent Advisor Alliance, a Registered Investment Advisor. IAA provides its affiliated advisors with a broad range of customized support services designed to optimize efficiencies and ease operational burdens.
Independent Advisor Alliance has more than 140 partner advisor firms in 22 states. This affiliation with Independent Advisor Alliance allows Way & Way to focus solely on financial planning, asset management, and providing exceptional service to clients.
Our Broker/Dealer
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. They serve independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning, and asset management solutions.
*Based on total revenues, Financial Planning magazine June 1996-2020
