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  • 529 Plans,
• 10/8/25

529s & High Net Worth - Tax Shelter

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Moving a 529 to Another Recipient

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Securities are offered through LPL Financial, Member FINRA/SIPC.  StillWater Financial Advisors is an other business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representatives 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 by residents of any other state.

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