Planning for the Future

Telhio Wealth Management 

Grow, protect and pass on your wealth with confidence - guided by personalized strategies and expert advise. At Telhio Wealth Management we help individuals take control of their financial future through comprehensive wealth management planning. Whether you are preparing for retirement, managing generational wealth or seeking smarter investment strategies, we are here to give you piece of mind.

We will:

  • Evaluate your current financial health
  • Calculate your retirement assessment score
  • Answer your questions
  • Offer objective feedback
Learn more

$1.4T
LPL services or custodies nearly
$1.4 trillion in brokerage and client assets

8M+
Client accounts served by LPL
advisors and institutions

23K+
Financial Professionals serviced

1,100+
Financial institutions
that partner with LPL

Unparalleled Support For
Your Financial Future

When you work with an advisor backed by LPL Financial, they'll have the tools, technology, and support to deliver personalized advice designed around what matters to you.

Complete the form below so we can help you prepare for the future


Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Telhio Credit Union and Telhio Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Telhio Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Telhio Credit Union or Telhio Wealth Management. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY NOT BANK GUARANTEED NOT BANK DEPOSITS OR OBLIGATIONS MAY LOSE VALUE
Your Credit Union "Telhio Credit Union" provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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