LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors George Chardukian, Adam Goldstein, and Maria Peralta have launched their independent practice, Adara Wealth Management, through affiliation with LPL Strategic Wealth Services. The advisors serve approximately $380 million in advisory, brokerage and retirement plan assets and join from RBC Capital Markets.
Based in Tucson, the Adara team said they feel more like family than co-workers. Chardukian, who has been in the industry since 1982, hired Goldstein as a college intern, leading to his full-time employment immediately after graduation.
Goldstein is now co-founder and president of Adara, as well as a 2020 Forbes Best-in-State Wealth Advisor. They expanded the practice with Peralta, who has a background in public service. Amy Montiel rounds out the team as client service concierge.
As they sought out a name for their new business, the team chose Adara because it means noble and having high moral principles.
Adara Wealth Management was founded on the principle of “always doing the right thing, for the right reasons, and in the right way for our clients,” said Chardukian. “We will always treat clients the way we would treat our own family and friends. It’s a simple idea built on believing that what’s in our clients’ best interests is also what is in our best interest.”
LPL Financial provides service to approximately $810 billion in brokerage and advisory assets as of September 30, 2020. The company provides proprietary technology, clearing services, practice management programs and training, and independent research to 17,168 financial advisors.