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At Roe-Poundstone Wealth Management & Insurance, we believe financial guidance should be built on trust, transparency, and a commitment to serving each client's best interests. To provide our clients with comprehensive financial resources and independent investment guidance, we are affiliated with LPL Financial, one of the nation's leading financial services organizations. LPL Financial was founded on the belief that objective financial advice should be accessible to everyone. Unlike firms that offer proprietary investment products, LPL Financial does not manufacture its own investments or engage in investment banking activities. This independent structure allows financial advisors to focus on recommendations based on their clients' unique goals, needs, and best interests rather than promoting company-sponsored products. Through our relationship with LPL Financial, we have access to extensive research, technology, and investment resources that help us deliver personalized strategies for individuals, families, and businesses. Whether helping clients plan for retirement, manage investments, protect their assets with insurance solutions, or build a lasting financial legacy, our goal is to provide guidance that inspires confidence and supports long-term financial well-being. At Roe-Poundstone Wealth Management & Insurance, we are dedicated to developing lasting relationships and creating customized solutions that help our clients navigate life's financial decisions with clarity and confidence. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Hex Code
Color name
RGB
HSL
CMYK
#E1AD57
Equator
225, 173, 87
37, 70, 61
0, 23, 61, 12
#374151
Oxford Blue
55, 65, 81
217, 19, 27
32, 20, 0, 68
#F8DF9D
Marzipan
248, 223, 157
44, 87, 79
0, 10, 37, 3
Roe-Poundstone Wealth Management & Insurance is a financial services firm based in Morris, Illinois, with a history dating to 1964. The firm emphasizes trust, transparency, personalized guidance, and recommendations designed around each client’s goals and best interests. It serves individuals, families, and businesses, helping them navigate financial decisions and work toward long-term financial well-being.
Its services include investment guidance and financial planning, with support for retirement planning, asset protection, and building a financial legacy. The firm also offers insurance solutions, including life, disability and long-term care, group and individual health, short-term health, and vision and dental insurance.
Roe-Poundstone is affiliated with LPL Financial, which provides access to research, technology, and investment resources. LPL’s independent structure means it does not manufacture proprietary investments or engage in investment banking, supporting advice focused on clients’ needs rather than company-sponsored products. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor and member of FINRA and SIPC. The firm is located at 1802 N Division Street, Suite 302, Morris, Illinois.
Brand industry
Finance
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How do I download the LPL Financial logo?
The LPL Financial logo comes in two versions: a logo and an icon. Download as transparent PNG or JPEG.
What are LPL Financial's brand colors?
The LPL Financial color palette uses the hex codes #E1AD57, #374151 and #F8DF9D.
The LPL Financial name, logos and brand assets are trademarks of LPL Financial and its affiliates. Brandfetch isn't affiliated with or endorsed by LPL Financial. Their use is subject to LPL Financial's brand guidelines.
