Moroukian Wealth Management Group is an independent wealth management firm that provides personalized financial strategies to individuals, families, and business owners. The firm operates with a client-centric philosophy, aiming to build long-term relationships based on trust and integrity. Their services are offered through LPL Financial, a major registered investment advisor and broker-dealer, which provides them with access to a wide range of financial products and technology while allowing them to maintain their independence. Their core offerings include wealth management, retirement planning, investment management, and estate planning.

Founded in

United States