As independent financial professionals, we have the freedom to choose who we do business with, including who we use as our broker-dealer. We have selected to offer our advisory and brokerage services through Cambridge Investment Research, Inc. (Cambridge). Cambridge is independently owned, which means we are not pressured by corporate interests and can focus on what is best for you and your financial goals.

Founded in 1981, Cambridge is one of the most respected privately held independent broker-dealers in the United States. It now has over 3,300 producing advisors and more than $100 billion assets under advisement as of 2019.

Cambridge is committed to providing the resources and support that help us serve our clients’ needs. Through Cambridge, we have access to a vast menu of compliance-friendly programs, products, and services. Our relationship with Cambridge gives us flexibility and a variety of tools to be able to address your investment and planning needs in the most effective way possible.

To learn more about Cambridge and our relationship as financial advisors, visit: https://www.joincambridge.com/about-cambridge/.