Our Partners

Our Independent Approach

Glen Henry Financial Group is an independent financial services firm. That independence matters because it allows us to focus on the people we serve, not a parent company, big bank, or insurance brand. 

We have chosen to work with respected industry partners who support how we serve clients, including Cambridge Investment Research, Inc. and Pershing. These relationships help provide the broker-dealer support, custody, clearing, technology, and account access needed behind the scenes. 

Our role is to help you understand what each partner does, why these relationships matter, and how they support your overall client experience.

Cambridge Investment Research, Inc.

We have chosen Cambridge Investment Research, Inc. as our broker-dealer because of their strong commitment to independence. Cambridge is among the largest internally controlled independent broker-dealers in the country, with a long-standing focus on supporting like-minded financial professionals. 

For Glen Henry Financial Group, that support allows us to maintain our independent approach while having access to the tools, resources, and infrastructure needed to serve clients well. 

Pershing

Pershing provides custody and clearing services for the accounts we help manage. They help support the systems behind your account, including recordkeeping, transaction processing, and online access. 

Pershing supports the custodial and account infrastructure behind the scenes, while clients continue working directly with the Glen Henry Financial Group team for ongoing guidance and service.

Have Questions?

We’d Be Glad to Talk.

A first conversation is a simple way to get to know Glen Henry Financial Group, ask questions, and see whether our approach feels like the right fit for your financial life.

To earn money takes action. To save money takes behavior. To invest money takes knowledge.

Learn How to Invest & Plan with Confidence.

Whether you are preparing for retirement, reviewing your investments, or trying to bring more clarity to your financial life, Glen Henry Financial Group is here to listen, answer questions, and help you think through what comes next.

Check the background of investment professionals on FINRA’s BrokerCheck.