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Focusing on your future.

Our Mission

To build lifelong relationships with our clients and partners that are rooted in trust, and deliver a level of service that is valued across generations.

The Midtown Way

Calculators

Calculators

Offering over 40 calculators to custom tailor your financial future. From estimating your retirement, to predicting your other long term goals, our calculators are great tools.

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Aligning with LPL

Aligning with LPL

As the nation’s leading independent broker-dealer*, LPL Financial and Midtown Advisors have aligned in hope to be a perfect fit to offer our clients years of experience to guide through life’s transitions.

*As reported in Financial Planning Magazine, June 1996-2017, based on total revenue

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Education

Education

The knowledge and access to products to provide you excellent and cost-efficient protection. Learn more about investing and understanding financial objectives through our digital video library. 

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Our Network of Specialists

We work closely with an experienced network of fellow professionals to provide a qualified team of trusted specialists that, together, work to help address our clients’ unique financial and legal needs.

Meet our specialists

Thomas E. Perry Jr.

Thomas E. Perry Jr.

Meet Thomas
Blake C. Perry

Blake C. Perry

Meet Blake
Stacey R. Nelson

Stacey R. Nelson

Meet Stacey

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