Our Broker

Just as you have the opportunity to choose your financial professional, we in turn can choose our independent broker-dealer. As an independent financial firm, we are not an employee of an investment or financial services firm we are independent business owners. Therefore, we are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals. We are proud that our values integrity, commitment, flexibility, and kindness are shared with our broker-dealer, Cambridge Investment Research, Inc. (Cambridge). Together, we focus on a common priority – you.

As one of the most respected and largest privately held independent broker-dealers in the U.S., Cambridge is owned entirely by its management and financial professionals. With Cambridge, we have total independence as to how we operate our business while they provide all of the back office support in compliance, marketing, licensing, and regulation. They also provide access to a first-rate network of people, products, and resources, enabling us to customize a financial plan that helps you realize your dreams for today and prepare for tomorrow. Collectively, we offer you the opportunity to work with an independent financial advisor combined with the ability to access a wide range of diversified financial products and a wealth of investment resources.