Locke Advisory Services LLC Information

Locke Advisory Services provides independent wealth management, personal financial planning, individual tax and business services. As an independent advisor, I am dedicated to helping individuals and families manage investments, build wealth, plan for the future and assist with growing their business. My first priority is to listen and learn about your goals, concerns and dreams. My ultimate goal is to help you succeed. The core value of my Firm is our commitment to work in the best interests of the clients we serve. Trust, Independence, Integrity, Competence, Experience. I am dedicated to building trusted, objective and long-term relationships with our clients. I do this by providing independent, personalized, knowledgeable, and comprehensive advice with the highest degree of integrity and customer service. As an independent, fee-only advisor, the Firm does not receive commissions, bonuses or fees related to the purchase or sale of securities, insurance or other products recommended to and purchased by our clients. If you, your family, friends, clients or colleagues are looking for investment management, personal financial planning, individual tax or business services, please contact me at alocke@lockeadvisory.com and visit www.lockeadvisoryservices.com for additional information. Be sure to follow us for interesting articles, information, commentary and updates.