Broker Check

Our Company

As an independent firm ourselves, we choose to affiliate with another independent firm called Cambridge Investment Research, Inc. This helps us provide truly unbiased solutions for our clientele. Cambridge is a privately owned broker-dealer in business for over 30 years (Cambridge and its predecessor broker-dealer). They are recognized as the industry pioneer who developed the fee-based advisory model. Cambridge is a six-time honoree in the Broker-Dealer of the Year annual poll1. Honored 2013, 2012, 2010, 2008 and 2007 Division IV; 2003 Division III. Their complete independence allows us to work for you and not some product company. We provide small-firm service with large-firm expertise.

Products and Services:

  • Fee-Based Investing and Wealth Management
  • Comprehensive Planning
    • College Planning
    • Pre and Post-Retirement Planning
    • Business Succession Planning
    • Estate Planning
  • Insurance
    • Disability Insurance
    • Long-Term Care Insurance
    • Life Insurance
    • Annuities

1InvestmentAdvisor magazine, 2013, 2012, 2010, 2008, 2007 Division IV; 2003 Division III.A broker-dealer becomes eligible for this honor only after a minimum of 10percent of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the six years listed. Experience may vary. Visit