$200M Team Joins LPL Financial | Advisor News
Countiss Wealth Management, the father-daughter team managing $200 million, has made the move to LPL Financial, boosting its financial planning services. Dan and Olivia Countiss, bringing 25 years of experience, seek to leverage LPL’s platform for enhanced investment flexibility and client support. This strategic shift will directly benefit clients needing advice on 401(k) investments and extensive wealth management. The team, formerly with Edward Jones, aims to provide multigenerational financial guidance. News Directory 3 is following the story of advisors embracing new opportunities. Discover what’s next for Countiss Wealth Management and their clients.
Father-Daughter team, Countiss Wealth Management, Joins LPL Financial
updated May 31, 2025
LPL Financial LLC has welcomed Countiss wealth Management, a team led by Dan and Olivia Countiss, to its financial advisor platform. The Flowood, Miss., based team brings approximately $200 million in assets under management. The move signifies a strategic shift for the father-daughter duo, who were previously affiliated with Edward Jones.
Dan Countiss, a U.S. Army veteran with a background in business ownership, specializes in advising business owners. Olivia Countiss, who began her practice in 2019, contributes industry experience gained from her prior firm.Investment analyst Chandler Duke and client services associate Christy Walker round out the Countiss Wealth Management team.
The move to LPL Financial is expected to bolster Countiss Wealth Management’s financial planning services and investment flexibility, particularly regarding retirement savings. The team aims to provide complete financial advice, especially concerning 401(k) investments, a frequent request from thier clientele.
“We aim to serve our clients as a multigenerational team,” said Dan Countiss.
“With 401(k)s often being the first vehicle for retirement savings, clients have been asking for recommendations on how to invest their 401(k) dollars. Countiss Wealth Management will now be able to help clients with this vital part of their financial picture,” added Olivia Countiss.
What’s next
Countiss Wealth Management looks forward to leveraging LPL’s technology and resources to expand its financial planning services, offer greater investment flexibility, and enhance client support in the wealth management arena.