LPL Financial Welcomes Contour Wealth Management, LLC
Contour Wealth Management and LPL Financial remain separate entities following the advisor affiliation.
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Rhea-AI Summary
LPL Financial (Nasdaq: LPLA) welcomed Contour Wealth Management advisor Joe Borgese to its broker-dealer and registered investment advisor platforms from Cetera.
Borgese reported serving approximately $390 million in assets, based on asset and holding details provided to LPL from year-end 2025. Contour is based in Boyertown, Pennsylvania, and serves individuals and families. The practice selected LPL for its technology, operational support and advisor-focused service model; Borgese also cited the opportunity to create cost efficiencies for clients.
Positive
- Minor pointJoe Borgese joined LPL from Cetera, bringing a practice reporting approximately $390 million in assets based on year-end 2025 details.
Negative
- None.
Key Figures
- Advisor assets served
- Approximately $390 million
- Asset and holding details provided to LPL from year-end 2025
Key Terms
broker-dealer financial
registered investment advisor financial
AI-generated analysis. How Rhea-AI works. Not financial advice.
SAN DIEGO, Nov. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Joe Borgese, CFP® of Contour Wealth Management, LLC has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platforms. He reported serving approximately
Based outside of Philadelphia in Boyertown, Pennsylvania, Contour Wealth Management, LLC serves individuals and families through a relationship-driven, comprehensive planning approach. The practice works with educators, medical professionals, business owners and multigenerational families. In some cases they support three generations of the same family, from retirement planning to college savings for younger family members.
Joe Borgese began his financial services career in 1990, first working in banking before moving to the corporate side of the industry. The firm’s name draws inspiration from contour lines on a map, reflecting the idea that each person’s journey takes a different path.
Contour Wealth Management, LLC begins each client relationship by understanding individual goals and expectations, then develops an evolving plan designed with a goal to support the life the client wants to live. The team meets with clients throughout the year and adjusts plans as circumstances change. The team’s approach brings together financial planning, investment planning and tax preparation, complemented by working relationships with outside professionals.
“Our clients’ lives don’t move in a straight line, and their financial plans shouldn’t be static either,” Joe Borgese said. “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 practice is supported by a long-tenured team that has built deep familiarity with clients over decades. Lindsey Borgese, CFP® helps manage the office, while the team meets regularly to coordinate upcoming appointments and client needs. The team is supported by Diana C. Dugan, Enrolled Agent (EA) and administrative staff Brian Christman, Cheryl Dietz, and Karen Walla.
Why Contour Wealth Management, LLC Chose LPL
Contour Wealth Management, LLC selected LPL for its technology, operational support and advisor-focused service model. Joe Borgese also cited the opportunity to create cost efficiencies for clients as an important consideration in the move.
“The biggest consideration for me was what this move could mean for our clients,” he said. “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.”
Marc Cohen, chief growth officer at LPL Financial, 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.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. Contour Wealth Management, LLC and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Tax preparation services offered through Contour Wealth Management, LLC are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services.
*Value approximated based on asset and holding details provided to LPL from end of year, 2025.
Media Contact:
Media.relations@LPLFinancial.com
Tracking #1198982
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
Which advisor joined LPL Financial from Contour Wealth Management, and how much did he serve in assets?
Joe Borgese joined LPL Financial’s broker-dealer and registered investment advisor platforms from Cetera, reporting approximately $390 million in assets. That value was approximated using asset and holding details provided to LPL from year-end 2025.
Does LPL Financial provide Contour Wealth Management’s tax preparation services?
Contour Wealth Management’s tax preparation services are separate from and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services.