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2259 OH-48, Lebanon, OH 45036

(513) 572-8521
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Online Investment Option

Digital Investing Through Guided Wealth Portfolios

Get Your Personalized Proposal

This is one of many ways we can help you with your investments. Please read below to see if this option is right for you or if one of our other ways work better for you. 

     Online investing, personalized for you
Guided Wealth Portfolios is LPL's digital investing solution that allows you to invest online with a low starting minimum amount and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Whereas other, similar solutions, called “robo advisors,” often require a large investment amount before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000* and is an alternative for those who want an online investment option. 

     What You Get
With Guided Wealth Portfolios, you get a diversified portfolio personalized for you and your individual investment goals. Guided Wealth Portfolios is an innovative way to invest for your future, whether you want to invest for retirement or a major purchase like a new home—or simply want to get your money in the markets so it’s not sitting idle. You’ll also get to build a relationship with a financial advisor and engage with a personalized, online dashboard that shows you how your account is doing along the way.

To see if Guided Wealth Portfolios could be the right investing solution for you, click on the link below, where you can answer a few brief questions about your goals and receive a personalized proposal.

      How It Works
-  Provide an email address and choose a password so your information is protected.
-  Answer a few simple questions to tell us a little bit about you, so we can determine what your portfolio should be.
-  Answer some questions about how you feel about taking on risk when investing, so we can determine your investment preferences.
-  Get a personalized portfolio that outlines our recommended investment strategy and how much you could potentially earn through Guided Wealth Portfolios.

If you like your Guided Wealth Portfolios proposal and want to begin working with a financial advisor while enjoying the convenience of online investing, you can choose to open an account immediately. You’ll have the option to transfer an existing investment account or fund your account with cash—it’s just that easy.

Through LPL Financial, you have the ability to edit your time horizon and risk preferences at any time. Guided Wealth Portfolio accounts are automatically reviewed for potential rebalancing on an annual basis to ensure they align with your investment goal, investment allocation track, and remaining time to goal (if applicable).

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.


Get Your Personalized Proposal

Simply answer a few questions to see if Guided Wealth Portfolios is right for you.

Get Started

*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.

IMPORTANT: The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.