Forge Financial

Forge Financial Services offers personalized investment advisory solutions to individuals, families, businesses, and other entities. The firm operates primarily through programs sponsored by LPL Financial, including the Manager Access Select program, Optimum Market Portfolios program, and Strategic Wealth Management accounts. Forge assists clients by evaluating their financial condition, risk tolerance, and investment objectives to determine suitable investment strategies. Depending on the chosen program, Forge either manages portfolios directly using model portfolios crafted by its investment committee or assists in selecting third-party managers and model portfolios. All client accounts are held at LPL Financial as the custodian and broker-dealer, through which trades are executed.