Contour Wealth Management Joins LPL Financial With $390M in Assets

By Nathan Brooks

What changes for Contour’s clients and advisors?

LPL Financial has added Contour Wealth Management, a Boyertown, Pennsylvania, financial advisory practice with approximately $390 million in client assets, to its broker-dealer and registered investment advisory platforms. Financial advisor Joe Borgese, a certified financial planner, joined LPL Financial from Cetera with a team focused on comprehensive financial planning and multigenerational client relationships.

Contour Wealth Management serves individuals and families, including educators, healthcare professionals, business owners, and clients across multiple generations. Based in Boyertown, Pennsylvania, outside Philadelphia, the practice emphasizes long-term relationships and adapting financial strategies as clients’ needs evolve.

Contour Wealth Management financial advisor Joe Borgese described the firm’s planning philosophy:

“Our clients’ lives don’t move in a straight line, and their financial plans shouldn’t be static either. We start by understanding what they want their life to look like, then build a plan around those goals and continue adapting it as life changes.

Our team has known many of these families for years, and in some cases across generations. That familiarity allows us to be there for the next decision, the next transition and the next step in their journey.”

The firm starts each client engagement by establishing an understanding of the client’s goals, expectations, and personal circumstances. Advisors then develop financial plans that adapt to changes involving careers, families, retirement, and other life events.

Some families have worked with the practice across three generations. Contour Wealth Management helps them address financial needs ranging from retirement planning to college savings.

Borgese began his career in financial services in 1990, initially working in banking before moving into other areas of the industry. Over more than three decades, he has developed a practice centered on investment planning, retirement strategies, and broader financial guidance.

The firm’s services include financial planning, investment planning, and tax preparation, supported by working relationships with outside professionals. An experienced team coordinates client relationships and ongoing financial planning needs.

Lindsey Borgese, also a certified financial planner, helps manage the office. Diana C. Dugan, an enrolled agent, works alongside Brian Christman, Cheryl Dietz, and Karen Walla. Their responsibilities support client service, administration, and coordination across the firm’s financial planning activities.

The operating logic behind the move

Contour Wealth Management selected LPL Financial based on its technology infrastructure, operational support, and advisor-focused service model. The practice also identified potential cost efficiencies for clients as an important consideration.

LPL Financial provides brokerage, advisory, technology, and practice management services to independent financial advisors and financial institutions. Its infrastructure lets advisors run their businesses while accessing a broader range of investment products and operational resources.

For Contour Wealth Management, the affiliation provides additional technology and support capabilities while preserving its relationship-driven planning approach. Borgese said:

“The biggest consideration for me was what this move could mean for our clients. LPL’s combination of technology, operational support and the team-based approach to supporting advisors gives us an opportunity to work more efficiently.

Just as important, we believe this move can help us deliver value to clients while allowing our team to stay focused on the relationships we’ve built.”

Borgese believes these resources will help the practice operate more efficiently and continue delivering personalized financial guidance.

LPL Financial’s scale and growth

The move reflects the broader appeal of independent advisory platforms, which let practices maintain their identities while benefiting from the resources of larger financial services organizations. Advisors increasingly evaluate technology, compliance assistance, service capabilities, and operating costs when selecting affiliation partners.

LPL Financial has expanded its platform through the recruitment of independent advisors and advisory teams. The company supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions.

Its platform services and custodies approximately $2.6 trillion in brokerage and advisory assets on behalf of approximately eight million Americans. Contour Wealth Management brings an established Pennsylvania practice and approximately $390 million in client assets to that base.

LPL Financial offers multiple advisor affiliation models, allowing practices to select structures aligned with their business needs. The arrangement will allow Borgese and his team to continue serving clients while using LPL Financial’s technology, operating infrastructure, and advisor support resources.

LPL Financial Chief Growth Officer Marc Cohen said:

“Contour Wealth Management, LLC has built a deeply personal practice around continuity, comprehensive planning and relationships that extend across generations. Joe and his team understand that every family’s path is different, and they have created an experience designed to evolve alongside clients through each stage of life.

We’re pleased to welcome Contour Wealth Management, LLC to LPL and look forward to supporting the team with the technology, resources and operational scale to preserve those trusted relationships while building for the future.”

The Contour Wealth Management addition increases LPL Financial’s presence in Pennsylvania. For clients, the practical test is whether the added infrastructure improves efficiency without diluting the multigenerational relationships that define the practice. Borgese believes it will, while keeping guidance personalized as clients’ needs change.