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Registered Financial Advisors
Right By Your Side



312 Medical Parkway, Building A. Lakeway, Tx 78734

Conveniently Located Near Austin, Texas

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Meet the Financial Advisors

Meet the powerhouse team located in our Lakeway Branch: Four experienced and independently operated Corporate LPL Financial Advisors, each bringing their own unique expertise to the table. From personalized investment strategies to specialized wealth management services, these advisors are committed to helping clients pursue their goals with confidence. Together, we combine the independence of our private practices with the strength of a leading national firm, all under one branch.

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Nick Philbeck

LPL Financial Advisor

Philbeck Private Wealth Management, Owner

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 Joel Pezzano

LPL Financial Advisor

Pezzano Investment Management, President

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 Anthony Martin, MBA

LPL Financial Advisor

Martin Wealth Management, President

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 Andrew Fraser, MBA

LPL Financial Advisor

Martin Wealth Management Manager

It's time you felt valued by your Financial Advisor.

Proactive communication

Customized Financial Plans

Professional Advice

Our Financial Product Affiliates

Work with a Financial Advisor today!

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