LPL Financial: Concentric Wealth joins broker-dealer, RIA platform

LPL Financial (LPLA) announced that the advisors of Concentric Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor. They reported serving approximately $715M in advisory, brokerage and retirement plan assets and join LPL from Avantax by Cetera. Based in Cincinnati, Ohio, the team is led by Patrick Burke, CPA and Matt Tarka. The company started as an accounting firm over 40 years ago and expanded to wealth management 15 years ago. The advisors work with a broad spectrum of clients including business owners, retirees, and emerging affluent households. They also serve a large niche of other professional service providers.