Our Independence

In addition to being fiduciaries, we are also completely independent and are therefore not tied to any proprietary products or commission-based sales quotas. We provide comprehensive financial physicals and take into consideration your tax needs, estate plans, cash flow analysis, and more. We only recommend strategies that are in our clients’ best interests and work for you and you alone.

We are in a unique position because we provide the boutique level of service from a small firm, but also have the backing of Cambridge Investment Research, a leading independent broker-dealer. Cambridge has over $73 billion assets under management, 700 home office associates, and over 3,000 independent registered representatives serving hundreds of thousands of clients across the US.¹

¹https://www.cir2.com/Public/About-Cambridge/Fast-Facts/