The broker dealer we operate through is an independent wealth management firm with over 1,200 financial advisors with offices across the United States. Founded 45 years ago, Woodbury Financial is driven by a strong philosophy that independence is key to fulfilling sound investment decisions. Woodbury Financial is not in the business of creating and marketing its own investment products — its only “products” are service and support. Therefore, Woodbury Financial advisors can offer objective, independent investment advice, with no obligation to promote any particular investment.

Woodbury Financial Services is part of Advisor Group Inc., one of the largest networks of independent broker-dealers in the country serving over 5,000 advisors and overseeing approximately $190 billion in client assets. This collective strength is focused on helping clients define their needs, attain their objectives and adjust to life changes and market conditions.