Broker Check

Trusted Stewardship

Independence - We Work For You 

Now more than ever, we feel it's important to deliver independent financial advice and portfolio management beholden to no one except you. In a world where it seems that large financial firms have lost their focus on their customers in search of profits, we want to be your guide and resource to navigate financial decisions wisely for you and your family or organization.

What We Do

Our advisors have deep experience navigating the financial markets and creating strategies for families and organizations meet their financial goals. SharePower advisors offer expertise in financial planning, insurance, investment portfolio management as well as access to all major markets and to publicly traded investments.

Comprehensive Service to You 

Comprehensive Service to You 

Our first priority is helping you take care of yourself and your family. We know that means

  • Listening carefully,
  • Understanding your unique situation and
  • Tailoring a financial program specific to your goals and objectives. 


Where other financial sites ask whether a fee-based investment advisor representative (IAR) or a transactional registered representative (RR) is right for you, our answer:  Why not have the training and expertise of BOTH work for you?  SharePower advisors are investment advisory representatives of Cambridge Investment Research Advisors as well as Registered Representatives of Cambridge Investment Research.

We Are Fiduciaries

As SEC-regulated IARs, SharePower advisors have fiduciary responsibility to you.  That means we hold your financial interests above our own in everything we do.

We Are Your Representatives in Financial Markets

As FINRA-regulated Registered Representatives, we’re charged with helping you expertly navigate the complexities of today’s securities markets and financial environment.


You don't have to sacrifice the security you'd expect from a large financial services company to engage with us. As independent financial advisors, we continuously evaluate several custodians available to us to ensure that your portfolio is handled by a custodian offering stability, safety and best practices available.  For example we examine whether a brokerage company will sell your trades to third party vendors, possibly affecting the true costs of your investments.  Most of our clients are custodied at National Financial Services, a unit of Fidelity Investments. Through NFS or any other custodian we use, your assets are protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 and by supplemental private insurance coverage once SIPC funds are exhausted. (Neither coverage protects against a decline in the market value of securities.)


We adhere proudly to Cambridge’s Code of Ethics.

Cambridge Investment Research

Cambridge Investment Research

Cambridge is an independent financial solutions firm focused on serving independent financial professionals and their investing clients.  Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately controlled independent broker-dealers in the country.  With over 890 home office employees serving over 3,800 financial advisors in all 50 states, Cambridge services over $137 billion of assets under advisement.  SharePower® advisors choose Cambridge as our broker/dealer because we evaluate our vendors, service providers and supply chain on social, environmental and governance concerns the same way we ask the companies we invest in to do.  A remarkably clean and exemplary regulatory record shows us that Cambridge lives and breathes their stated corporate goals:  Commitment, Integrity, Flexibility, and Kindness.  No other financial firm we know of strives for kindness as a corporate mission, and Cambridge’s record and conduct shows the talk is walked every day.  Cambridge was voted by our peers as the best broker/dealer in the US for several years running.

1Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing financial professionals 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 years listed. Experience may vary. This recognition is not representative of investment performance or returns of financial professionals. Visit

Our Process

We create strategies that are tailored to your needs and goals.

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Responsible Investing

How we implement responsible
investing with you

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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