856-283-0755

Confident Transitions

At Momentum Wealth Partners, we understand that transitioning to independence is a significant step. We are here to provide the support and resources you need to make a confident and successful transition.

Transition Planning

Our comprehensive transition planning services are designed to help you navigate the complexities of moving to an independent practice. We provide personalized support to ensure every aspect of your transition is covered, from strategic planning to operational setup.

Support Services

We offer a range of support services tailored to meet your unique needs during the transition. Our services include:

 

Operational Support

  • Assistance with setting up your practice and ensuring operational efficiency.

Marketing Support

  • Guidance on marketing strategies to promote your new practice and attract clients.

Ongoing Support:

  • Continuous support to help you navigate any challenges that arise during and after your transition.

Going Independent

Freedom and Flexibility

Freedom and Flexibility

Run your practice your way.

Tailor services to your clients' unique needs.

Establish your own brand and identity.

Increased Revenue Potential

Increased Revenue Potential

Retain a larger share of the revenue you generate.

Benefit from competitive payout structures.

Access opportunities for equity ownership.

Support and Resources

Support and Resources

Access robust back-office support to streamline operations.

Utilize advanced technology platforms and tools.

Receive ongoing training and professional development.

Get Started Today

Discover how Momentum Wealth Partners can help you navigate the complexities of transitioning to independence. Contact us today to schedule a consultation and learn more about our transition planning and support services. Take the first step towards a confident and successful transition with Momentum Wealth Partners.

Chart Your Course!
carrie matyl profile

Carrie Matyi

Transition Specialist

Carrie started in the financial industry working for Prudential in 1995 and has worked in financial services serving clients for over 25 years. Carrie has extensive experience helping clients with their customer needs. Carrie was born in New Jersey and in 2010 moved to North Carolina where she currently lives with four children and loves being a mom.  She enjoys being an active part of her community, children's travel sports and spends her free time traveling and learning new things.

ronald.vinyard@lpl.com

814.833.5989

Ronald Vinyard

Head of Supervision

Ron joined Legacy Financial after a long career in the U.S. Army.  From that experience, he brings a sense of service, dedication, and commitment to his work and his clients.  Ron serves as an LPL Financial Advisor and Registered Principal focused on small businesses, families, and individuals in the pursuit of retirement and other financial goals. 

Ron has a Master's in Business Administration in Finance degree from Penn State and an undergraduate degree in Criminal Justice from Lindenwood University.  He has also earned the CERTIFIED FINANCIAL PLANNER™ Professional certification, the Chartered Financial Consultant™ designation, the Chartered Retirement Plan Specialist™ designation, and the Wealth Management Certified Professional™ designation.  He is Series 24 (General Securities Principal), Series 7 (General Securities), 66 (Uniform Combined State Law), and SIE (Securities Industries Essential) licensed with LPL Financial and also holds Accident, Health, Life, and Fixed and Variable Annuities insurance licenses. 

Ron is a member of the Erie Chamber of Commerce and Growth Partnership, The American Legion, Business Networking International, the Financial Planning Association, the Manufacturer and Business Association, and is on the Board of Trustees for the Erie Day School. He and his wife Nicole live in Fairview, PA, and have three children, Audrey, Adalyn, and Jackson.

Schedule with Ron at https://go.oncehub.com/ronaldvinyard 

CRPS conferred by College for Financial Planning.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Momentum Wealth Partners and Legacy Financial Consultant Services are a separate entity from LPL Financial.

 

chrissy.carpenter@lpl.com

609.922.2385

Chrissy Carpenter

Director of Administration

Chrissy Carpenter is a seasoned professional with 15 years experience in the financial industry.  Throughout her journey, she has consistently demonstrated a commitment to excellence in various roles, solidifying her reputation as reliable and proficient in the field.  

With a unique blend of expertise, Chrissy stands out for her customer-centric focus and operational prowess. Her ability to navigate the complexities of the financial sector while keeping a keen eye on customer satisfaction makes her a valuable asset to our team.

Beyond her professional achievements, Chrissy is grounded in her personal life, residing in the charming locale of Medford, NJ with her husband and two boys. She spends her weekends cheering on her children as they play flag football, baseball and basketball.  Chrissy and her family love spending time in Ocean City in the summer!  Her dedication to both her career and family showcases her ability to balance the multiple facets of life.