Lineage Financial Network is a registered Investment Adviser firm that provides a comprehensive support system for independent financial professionals. Their mission is to empower advisors by offering resources, business consulting, succession planning, and operational support, allowing them to build and grow their ideal practice. The network operates as a community where advisors can collaborate and leverage shared expertise. Lineage Financial Network is affiliated with Osaic Wealth, Inc., a major broker-dealer and registered investment adviser in the U.S.

Founded in

United States