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SAN DIEGO – July 20, 2015 – LPL Financial LLC, the nation's largest independent broker-dealer*, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced that it has established a relationship with Ramsey Solutions to offer the financial wellness program, SmartDollar, to LPL retirement plan advisors and plan sponsors. The program will expand upon the variety of financial planning and financial education resources available on LPL’s Worksite Financial Solutions platform and furthers LPL’s commitment to helping Americans work toward better retirement outcomes.

“We understand that there is no one-size-fits-all approach for employers and advisors to take in planning for the future,” said David Reich, executive vice president and head of Retirement Partners, LPL Financial. “We strive to provide the best options to advisors and plan sponsors so that they can customize programs to best address their needs. With access to SmartDollar, we believe our clients will be able to help employees improve their everyday money management to be better positioned to reach their long-term goals.”

Created by financial expert Dave Ramsey, SmartDollar is designed to educate, inspire and empower employees to proactively take control of their money and get on track for retirement. It provides resources to help participants change their behavior toward money and use their income to save and invest instead of paying consumer debt. SmartDollar will be offered as part of LPL’s Worksite Financial Solutions platform.

“With so many Americans living paycheck to paycheck, it’s no wonder that employees are not on track for retirement,” said Brian Hamilton, vice president of Financial Wellness for Ramsey Solutions. “SmartDollar is designed to get to the root of the problem and helps employees have a step-by-step plan to get on a budget, build their emergency savings and get out of debt so they free up their largest wealth-building tool: their income.”

LPL’s Worksite Financial Solutions delivers exclusive services to employees who participate in retirement plans managed by LPL plan advisors. It is designed to provide employers with a guidance-based, beginning-to-end retirement solution intended to help employees create confidence in their financial future. Worksite Financial Solutions offers a full suite of services to help improve an employee's financial outlook by helping them save, track retirement plan assets and appropriately invest their savings.

*Based on total revenues, Financial Planning magazine, June 1996-2015

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the financial advice market and serves $485 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2015), is one of the fastest growing RIA custodians with $105 billion in retail assets served, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $120 billion in retirement plan assets served, as of March 31, 2015. In addition, LPL Financial supports approximately 4,300 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,352 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC

About Dave Ramsey and Ramsey Solutions

Dave Ramsey is America’s trusted voice on money and business. He’s authored five New York Times best-selling books: Financial Peace, More Than Enough, The Total Money Makeover, EntreLeadership and Smart Money Smart Kids. “The Dave Ramsey Show” is heard by more than 8.5 million listeners each week on more than 550 radio stations, “The Dave Ramsey Show” channel on iHeartRadio and a 24-hour online streaming video channel. Follow Ramsey on Twitter at @DaveRamsey and on the web at


Ramsey Solutions is committed to helping people regain control of their money, build wealth, grow their leadership skills and enhance their lives through personal development. The company’s success is defined by the number of people whose lives are changed by a message of hope. Through a variety of mediums including live events, publishing, syndicated columns, and two nationally syndicated radio shows, Ramsey Solutions uses common sense education to empower people to win at life and money. Millions of families have graduated from Financial Peace University classes across the country, and Ramsey Solutions’ world-class speakers have brought vision, inspiration, and encouragement to more than a million more. Voted among Nashville’s best places to work eight times, Ramsey Solutions employs more than 450 team members focused and dedicated to doing work that matters.

LPL Financial and Ramsey Solutions are not affiliated entities.



Media Contact:

Lauren Hoyt-Williams