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4295 San Felipe St, Ste. 300, Houston, TX 77027

(713) 347-2592
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Our RIA and Broker Dealer

Here at Insight we have partnered with Symphony Financial and aligned with LPL Financial to provide you with access to industry leaders, up-to-date advice on a wide range of topics, and top-notch service.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

For more information about LPL Financial, visit www.lpl.com.


Symphony Financial, Ltd. Co serves as the compliance and operational backbone for Insight Wealth Management, ensuring smooth operations and regulatory adherence. By handling compliance and providing advanced operational tools, Symphony Financial allows Insight Wealth Management to focus on delivering exceptional financial planning and investment management service. 

Symphony is a Hybrid RIA broker-dealer, and an Office of Supervisory Jurisdiction, which means that they hold a fiduciary responsibility to monitor all accounts and account activity and ensure that all advisors and administrative staff are in compliance with all federal, state, and FINRA rules and regulations, as well as all LPL Financial policies and procedures.