Preferred Planning Associates

We are an association of experienced, independent financial advisors currently located throughout Ohio. Practices include fee-based services such as financial planning and account management, as well as commissioned products and related services. Though spread over a large geographic area, our team maintains an effective spirit of cooperation and collaboration. Clients appreciate knowing that their advisor is part of something larger, but local. Advisors appreciate our flexibility in balancing autonomy and support, and the availability of colleagues for consultation regarding all aspects of their practice. Our broker/dealer, Cambridge Investment Research, Inc, is an internally controlled and operated financial solutions firm focused on serving independent financial professionals and their clients. Cambridge is a top-10 independent broker-dealer in total revenue (1), and was named one of the fastest-growing independent firms in the industry by InvestmentNews Magazine (2). Cambridge's commitment to internal control enables our advisors to be truly objective in their work with clients.(1) Based on total revenue. Ranking received in InvestmentNews Magazine's 2024 independent broker-dealer industry survey rankings.(2) Based on revenue growth. Ranking received in InvestmentNews Magazine's 2023 independent broker-dealer industry survey rankings. For career opportunities, please visit us at Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, member FINRA/SIPC. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Preferred Planning Associates are not affiliated companies. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.