Join Our Team
Join The Family Heritage Team
Your Next Career Move
Grow with a Firm That Puts People First
Helping others is the reason we do this work. If you’re a financial advisor who believes in building deep relationships, offering steady guidance, and supporting clients through every season of life, you’ll fit right in here.
What We Offer:
We’ve set things up based on what advisors actually need—not just what looks good on paper.
A Truly Independent Business
You keep your independence, but you’re not on an island. As an independent firm working with Cambridge Investment Research, you get a flexible platform, plenty of investment options, and a compliance team that gets it—they’re practical, not bureaucratic.
Strategic Partnerships & Vetted Tools
Performance reporting, CRM, marketing, digital account management—we’ve done the homework and picked tools that work. You don’t have to waste time evaluating dozens of platforms. Just use what’s there and get back to your clients.
In-house Medicare & Insurance Support
We have in-house insurance and Medicare experts on staff. That means you can offer more to your clients and keep them with you as their needs change over time.
A Culture of Mentorship & Collaboration
Our advisors actually talk to each other. Share ideas. Learn from each other’s wins and challenges. There’s no weird competitive vibe here, just people who genuinely want to help each other succeed.
Plan For What’s Next
Whether you’re thinking about succession, continuity, or just want to know what your business is worth, we’ll help you plan for the future. Build something that lasts—for your clients and your family.
What Sets Us Apart
Why Advisors Choose Us
- Freedom to be independent, with people who have your back
- Straightforward compensation and flexible ways to work with us
- Build your own brand while staying connected to advisors you trust
- Leadership that actually listens (no corporate runaround)
- Room to grow—whether you’re just getting started or planning your exit