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Our Story...

Our Story...

Hansom Wealth Management was founded in July 2010 as an independent financial services firm that provides experienced, professional Financial Advisory, Asset Management and Insurance Planning to a boutique and global clientele.

Like the Hansom cab, which was designed and patented in 1834, Hansom Wealth Management was designed to give its clients a frontal view to their financial lives while providing them support, guidance and direction.  At Hansom Wealth Management, we aspire to give our clients a bespoke and chauffeured experience while they are on the journey to pursuing their life's financial goals.

Our Mission...

Hansom Wealth Management is redefining financial services by providing client centric strategies for one to be on track towards their financial goals.

Our Broker Dealer...

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

LPL Financial understands that providing Americans with objective investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help pursue their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com.

* As reported in Financial Planning magazine 1996-2023, based on total revenues.

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