Broker Check

Investment Partners

As independent advisors in the Woodbury Financial Services network, we have access to hundreds of investment providers and their considerable market, economic, and investment research & analysis. This allows us to partner with some of the best and most well-known money managers across the wealth-management universe.

While that access is tremendously valuable to our practice, we choose to partner only with those firms we feel are aligned with our philosophy of working in the clients’ best interest at all times. We favor investment partners who provide ongoing, hands-on service to support our practice and best serve our client base. We consider that service to be a vital part of our fiduciary team in providing the best possible advice & guidance to our clients’ on an ongoing basis.