Edward Earle

Invest in your financial freedom

Harness the power of investing so your money will work harder for you.

ORNL FCU Wealth Management

The Benefits of Investing with ORNL FCU Wealth Management

Wealth Advisors

Who are knowledgeable, experienced, and focused on helping you succeed using practical investing strategies that fit your life.

Free Portfolio Review

With your Wealth Advisor, allowing you to assess where you are now, outline a comprehensive investment plan, and address your questions and concerns.

Convenience of Having It All In One Place

When you invest with ORNL FCU’s Wealth Management.

View Your Investments 24/7

With ORNL FCU’s Wealth Management’s free online account access.

Available to Credit Union Members

Investment services are available to ORNL FCU members through ORNL FCU Wealth Management, offered through LPL Financial*. Our focus is on the following services and investments:

Financial planning
Retirement planning
- Retirement plan rollover options
- Retirement income planning
Wealth Transfer and legacy planning
Education planning
Account/portfolio reviews
Trust planning and services
Investment advisory accounts

Stocks
Fixed income
Mutual funds
Annuities
Structured products’
Insurance
ETF and ETN
Alternative investments

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

What Is Guided Wealth Advising?

Guided Wealth Advising uses the intelligence of an online portfolio manager combined with the personal assistance and support of a wealth advisor.

A Smart Investment Option

Guided Wealth Portfolio (GWP)** is a sensible investment solution to consider, whether you’re just getting started or have been saving for a while. Our GWP tool uses proprietary software to develop a personalized investing plan that will help you pursue your long-term financial goals. You’ll enjoy the ease and convenience of online account opening and management with phone support from our financial consultants who are available to answer your investment questions.

Personalized Recommendations

You don’t have to be wealthy to get started! Your personal investing plan is free—just provide some information about yourself (age, risk tolerance, etc.) to see what Guided Wealth Advising with GWP recommends. If you are 68 or younger and have at least $5,000 ready to invest for your retirement, you can choose to enroll in GWP. We’ll implement your personal investment plan for less than you’d pay for traditional advisory services.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. ORNL Federal Credit Union and ORNL FCU Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name ORNL FCU Wealth Management, and may also be employees of ORNL Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of ORNL Federal Credit Union or ORNL FCU Wealth Management.

The ORNL FCU Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI. Securities and insurance offered through LPL or its affiliates are:

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ORNL Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

**Guided Wealth Portfolios is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). Guided Wealth Portfolios uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in Guided Wealth Portfolios from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

References to tax strategies that the Guided Wealth Portfolios service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.