As an independent firm, we have the ability to choose a broker-dealer that meets our need for independence and provides the support necessary to conduct business to the best of our ability.

We have selected Cambridge to be our financial solutions firm of choice. Cambridge is focused on serving independent financial professionals and their investing clients while preserving private control. Cambridge offers us a brand range of choices regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes Cambridge Investment Research Advisors, Inc., a large corporate RIA, and Cambridge Investment Research, Inc., an independent broker-dealer that is among the largest privately controlled independent broker-dealers in the country.

Cambridge’s purpose is to make a difference in the lives of their financial professionals, their clients, and their associates. They are guided by core values of integrity, commitment, flexibility, and kindness.

We are proud to be aligned with Cambridge. For more information, click here.