STRATEGIES FOR THE…
Creation, Growth & Preservation of Wealth
We are independent wealth management advisors specializing in offering comprehensive retirement income planning, investment advisory services and insurance for clients.
When Seagate Advisors was formed, we sought out a partner that would allow us to offer comprehensive financial strategies while remaining objective. LPL Financial is one of the nation’s leading financial services companies and is publicly traded under the ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
MEET THE TEAM
Leadership
Seagate established a culture based on integrity, independence and objectivity that allows us to focus on what is best for our clients. As a boutique wealth management firm we can offer personalized, face to face service. Our independence allows us the flexibility to provide an unparalleled level of service. With over 60 years of combined industry experience, our team is ready to serve you.
John E. Dawson, CFP® | C. Ryan Horne, CFP® | Lee Williamson
HOW WE CAN HELP
Services
If you are an investor with a time horizon of 5 years or longer and investable assets of $100,000 or more, we are able to provide the following services:
CLIENT CENTER
Resources
For existing clients please utilize the resources we have compiled below.
LET’S GET STARTED
Contact Us
(855) 344-0100
M-F 8:30am-4:30pm