Business UpdateJun 15, 2026, 08:56 AM

LPL Financial Adds Fortress Financial Planning, $150M in Assets

AI Summary

LPL Financial LLC announced that Fortress Financial Planning, led by advisors Bassem Moez and James Darden, has joined its broker-dealer and Registered Investment Advisor platform. The team, previously with MassMutual, reported serving approximately $150 million in advisory, brokerage, and retirement plan assets. Based in the Detroit metro area, Fortress Financial Planning focuses on personalized financial guidance for a diverse client base, emphasizing independence, transparency, and education.

Key Highlights

Fortress Financial Planning joined LPL Financial's broker-dealer and RIA platform.
Advisors Bassem Moez and James Darden joined LPL from MassMutual.
Fortress Financial Planning reported serving approximately $150 million in assets.
The team is based in the Detroit metro area.
Moez previously affiliated with LPL for eight years.

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LPLA

Investment Bankers/Brokers/Service

LPL Financial Holdings Inc.

Price Impact