Networth Financial is a U.S.-based, family-owned independent financial services firm that operates as a Registered Investment Advisor. The company focuses on building long-term client relationships by providing personalized financial planning and wealth management services. Their core offerings include investment management, retirement planning, estate planning, and insurance services. The firm utilizes LPL Financial, a major independent broker-dealer, for securities and advisory services, which provides them with access to a wide range of financial products and research while maintaining their operational independence.

Founded in

United States