PlanWise Financial Group

A few of our team members had the pleasure of attending the Commonwealth National Conference in Washington, D.C. last week! It was a fantastic few days reconnecting with old friends, learning more about the advantages of the LPL merger, and spending time with clients—a truly memorable experience!

PlanWise Annual Retreat — YEAR FOUR in the books! 🎉 This one was extra special, right in our own backyard of Austin, TX. From big ideas to belly laughs over queso, we wrapped up feeling inspired, connected, and ready for what’s ahead. Love this crew!

Hard to believe it’s already been a week since our team was at the Commonwealth Women’s Summit in Charleston, SC! It was inspiring to connect with so many smart, driven, and all-around amazing women advisors. Grateful for the conversations, insights, and the energy we shared—already looking forward to the next one!