Our Company

Joel Pezzano is a Registered Principal and Financial Planner with LPL Financial serving clients across the United States. Over the past 30 years, Joel has obtained technical expertise in personal financial planning, investing, and wealth management. Joel's associates are also registered financial professionals with specialized education and the credentials needed to address complex financial objectives. Together, his team serves clients by providing investment management, portfolio evaluation, retirement income analysis, portfolio risk analysis, and more. Our office is headquartered in Lakeway, Tx.

Through our partnership with LPL Financial, we have access to industry leading research, state of the art trading technology, and advanced back-office support designed to manage the unique needs of each of our clients. We stand out from other financial advisors in the industry because we are independent advisors with no obligation to meet corporate sales quotas or push proprietary products. Our office has received the Director's Club* recognition which only the top 15% of LPL Financial advisors receive.

*Achievement is based on annual production among LPL Advisors only.