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University Employee Specialists

Working for a university is a position of pride and responsibility.
Speak With an Advisor

As independent financial planners, we specialize in actively managing university employee retirement accounts and creating customized, robust financial plans.

No Out-of-Pocket Costs

Because we can bill you directly from your plan’s assets, there is no out-of-pocket expense for this service! Have a look at this Participant Choice for more information about how this works.

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Keep All Your Existing Accounts

Investment providers recognize the importance of independent financial advisors due to the value they bring to retirement plan participants. For that reason, you provider offers a service that allows university employees to receive advice from local, independent advisors. Therefore, when you work with us, your accounts remain with your investment providers!

Acting as Your Fiduciary

With proper paperwork documentation, we can also act as a fiduciary and change your investments on an ongoing basis.One of the few firms in the area allowed to access and manage your university 401(a), 403(b) and 457 retirement plans, we’re able to act as your fiduciary. This means we’re legally obligated to put your interests ahead of our own.

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We are here to help you with all your financial planning needs. Send us a message and we will connect with you shortly.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Stonepath Wealth Management are not affiliated. Information relating to securities is intended for use by individuals residing in Alabama, Alaska, Arizona, California, Colorado, Connecticut,  Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Maryland, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin, and Wyoming only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Diversification and asset allocation strategies do not assure a profit or protect against loss. Past performance is no guarantee of future results. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear the loss, including loss of principal. Cambridge does not offer tax advice. Check the background of this investment professional on FINRA’s BrokerCheck.

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