About Us

About Us

We are committed to providing our clients with the highest level of professional standards, support, service, advice, care and experience in order to advance our clients and their families through life's transitions, achieve their goals, and leave a lasting legacy.


After over 24 years on the corporate side of the financial side of the industry, Lisa and her team were finally able to fully realize their vision. They moved to the independent side of the industry and created their own firm – Meritage Wealth Management.

“Merit and Heritage are the two words that make up Meritage. Merit means the qualities of having value, worth and distinction, while Heritage stands for the principals, ethics, and traditions (or beliefs) that create a legacy. We have used this name to define ourselves for years and it perfectly embodies what we believe in.”

It is important for individuals to know we are here for them as a strong, experienced, dedicated support system. It is our goal to help guide our clients through the most important and challenging moments in their family’s lives. The planning and the decisions they make in these specific moments will affect generations and more importantly, in their current relationships with their own children.”


With over 54 years of accumulated experience, our firm focuses on guiding clients through life’s transitions by using our experience in financial planning, specifically in the areas of retirement, estate, tax, long-term care, divorce, business succession planning, and wealth management.

Lisa R. Kulhavi, CFP®, CDFA®, ChFC®, CRPC®, MBA

Lisa Kulhavi is a Certified Financial Planner CFP® with over 30 years of experience in the financial services industry.

Helena Godfrey, CRPC®

With over 24 years of experience in the industry, Helena focuses on servicing and administrative management for our clients.


Formed in 1989
LPL is committed to remaining a trusted resource for our advisors and their clients.
Founded by Advisors, For Advisors

LPL Financial was formed in 1989 through the merger of two small brokerage firms. Linsco & Private Ledger (founded in 1968 and 1973, respectively).

By merging these two companies, the founders of LPL sought to create a trusted alternative to Wall Street firms, one in which financial advisors could build highly competitive businesses while always doing what is right for their clients. Today, we are the largest independent broker/dealer in the country* supporting more than 16,000 financial advisors.
Formed in 1989
In 2005
Strongly committed to maintaining the independence of the firm.
In 2005, LPL sold a 60% ownership stake to two private equity partners, Hellman & Friedman LLC and Texas Pacific Group, both strongly committed to maintaining the independence of the firm.
In 2005
In November 2010
Publicly traded on NASDAQ under symbol LPLA.
In November 2010, the parent company of LPL, LPL Financial Holdings Inc., first became publicly traded on NASDAQ under symbol LPLA.

As we continue to grow and look to the future, LPL is committed to remaining a trusted resource for our advisors and their clients. The financial services industry, markets, and world are changing fast, while people are living longer and facing more complex financial needs. At the same time, investors are increasingly seeking to partner with advisors who offer guidance to help them face today’s financial planning challenges. These factors mean that providing Americans with independent investment advice has never been more important than it is today.

Financial advisors and institutions need a partner that can help them meet the evolving needs of their clients. As a market leader, LPL is well positioned to enable our customers to help their clients do just that.

* As reported in Financial Planning magazine June 1996-2019, based on total revenues

Tracking - https://www.lpl.com/about-Us/what-we-do/our-history.html
In November 2010

Offering advice and support throughout life's milestones and transitions.

Get in touch with us now…