Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial

"Building and Preserving your wealth"

About Us

At Roe-Poundstone Wealth Management & Insurance, we believe financial guidance should be built on trust, transparency, and a commitment to serving each client's best interests. To provide our clients with comprehensive financial resources and independent investment guidance, we are affiliated with LPL Financial, one of the nation's leading financial services organizations.

LPL Financial was founded on the belief that objective financial advice should be accessible to everyone. Unlike firms that offer proprietary investment products, LPL Financial does not manufacture its own investments or engage in investment banking activities. This independent structure allows financial advisors to focus on recommendations based on their clients' unique goals, needs, and best interests rather than promoting company-sponsored products.

Through our relationship with LPL Financial, we have access to extensive research, technology, and investment resources that help us deliver personalized strategies for individuals, families, and businesses. Whether helping clients plan for retirement, manage investments, protect their assets with insurance solutions, or build a lasting financial legacy, our goal is to provide guidance that inspires confidence and supports long-term financial well-being.

At Roe-Poundstone Wealth Management & Insurance, we are dedicated to developing lasting relationships and creating customized solutions that help our clients navigate life's financial decisions with clarity and confidence.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Areas Served

Our Professional Associations

Auxiliary Member of American Legion
Lifetime Member of Million Dollar Round Table
Marseilles Rotary Club

Our Certifications

Member FINRA/SIPC (finra.org, sipc.org)

What We Offer

Our Specialties include:

At Roe-Poundstone Wealth Management & Insurance, helping clients protect and grow their financial future is at the heart of everything they do. Their expertise spans both insurance and investment solutions, providing comprehensive guidance tailored to each client's unique goals. From health insurance, Medicare supplements, long-term care, and disability coverage that help safeguard your well-being and income, to personalized wealth management and investment strategies involving stocks, bonds, mutual funds, and ETFs, they take a holistic approach to financial planning. Whether you're preparing for retirement, protecting your assets, or building long-term wealth, their team is committed to providing trusted advice and customized solutions designed to support your financial confidence at every stage of life.

Our Services include:

Insurance Planning & Protection: Protecting what matters most starts with the right coverage. We offer personalized insurance solutions designed to help safeguard your health, income, assets, and future. Whether you're exploring Individual or Group Health Insurance, Medicare Supplement coverage, Long-Term Care Insurance, or Disability Insurance, our team will help you navigate your options and select protection that fits your unique needs and long-term goals.
Wealth Management & Investment Services: Building and preserving wealth requires a thoughtful strategy. Working with an experienced Financial Advisor, we provide personalized wealth management and financial planning services designed to help you pursue your financial goals with confidence. Our investment solutions include stocks, bonds, mutual funds, ETFs, and portfolio management strategies tailored to your risk tolerance, time horizon, and retirement objectives. From growing your assets to developing income strategies for retirement, we're committed to helping you make informed financial decisions every step of the way.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Our Products include:

Group and Individual Health Insurance
Short-term Health Insurance
Vision & Dental Insurance
Life Insurance
Disability and Long-term Care Insurance

Testimonials

On 9/10/2026 Katie Yakos had this to say:
Darlene Roe-Poundstone is the best to work with. She is professional and knows what she is doing.

Contact Us

Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial
1802 N Division Street Suite 302 Morris, IL 60450
Phone: (815) 942-3527
Fax: (815) 942-8253
Email: d.roepoundstone@lpl.com

Off of Route 47. Inside the Morris Business and Technology Center.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Where To Find Us

Payment Types Accepted

Check, Cash

Our Hours

Holiday Hours May Vary. Please Call For Details.

Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 4:00 PM

News

Since 1964, Roe‑Poundstone Wealth Management & Insurance has been helping individuals, families, and businesses build, preserve, and protect their wealth through thoughtful financial planning and trusted insurance solutions.

From wealth management and retirement planning to life, health, Medicare, disability, and long‑term care insurance, our team offers objective guidance designed around your goals—not products.

📍 Serving Morris, IL and surrounding communities
📞 Call today to schedule a consultation and take the next step toward long‑term financial confidence.
👉 Learn more about our services and approach today.

On 1/5/2026 this was posted:
Title: Your Trusted Partner for Wealth & Insurance Solutions
Post Content:
Looking for a team that understands both your financial goals and protection needs? At Roe‑Poundstone Wealth & Insurance Management, we provide comprehensive wealth management and insurance solutions tailored to you.
✅ Retirement Planning & Investment Strategies
✅ Life, Health, Vision, Dental & Disability Coverage
✅ Medicare Supplements & Long-Term Care Options
With decades of experience and an affiliation with LPL Financial, we deliver objective advice and personalized service.
📞 Call us today at (815) 942‑3527 or visit roepoundstonewealthandinsurancemgt.com to schedule your consultation!
Hashtags:
#FinancialPlanning #InsuranceSolutions #RetirementReady #WealthManagement

Info

RELATIONSHIP SUMMARY
LPL.com

FAQ

What is LPL Financial and what makes it different from other financial firms?

LPL Financial is one of the nation's leading financial services companies and a publicly traded firm under the ticker symbol LPLA. Unlike many other firms, LPL does not offer proprietary investment products or engage in investment banking. This ensures that financial advisors affiliated with LPL are free from sales pressure and can provide objective financial guidance tailored to each client’s needs.

What insurance solutions are available through LPL Financial?

•Group & Individual Health Insurance
•Medicare Supplements
•Long-Term Care Insurance
•Disability Insurance Whether you're planning for retirement or securing workplace benefits, LPL provides trusted coverage designed around your needs.

What types of financial services does LPL Financial offer?

LPL Financial provides a wide range of services including:

•Wealth & Money Management
•Investment options such as Stocks, Bonds, Mutual Funds, and ETFs
•Personalized financial planning for retirement, education, and estate goals These services are delivered by experienced financial advisors using •LPL’s robust tools and resources.

How can I request a consultation or get in touch?

You can reach us by:
Phone at (815) 942‑3527 or
Email via d.roepoundstone@lpl.com

What can I expect during a consultation?

We'll explore your financial situation and goals—such as retirement planning, coverage needs, or investment direction. This includes evaluating your current portfolio, risk tolerance, and providing tailored strategies aligned with your objectives.

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