Independent Financial Advice

As an independent firm, Maverick Financial Strategies has relationships with multiple firms to provide a complete service to our clients. Here is how it works. Want a downloadable version? Click here.

You set the direction for our engagement and bring your financial goals, needs, and concerns to Maverick Financial Strategies.

We consult with you and provide objective advice. Depending on your goals, we may recommend specific financial products or a managed portfolio to meet your needs. Our advice is always tailored to your specific objectives.

Interdependent Advisors is our Office of Supervisory Jurisdiction (OSJ). They help us stay compliant with state/federal regulations and securities law. In addition, they provide our team with ongoing support to manage our practice efficiently and provide networking opportunities with other advisors in their branch.

Interdependent Advisors also maintains managed investment portfolio models – IA Strats – that we may use in pursuit of your investment goals. You can find out more about IA Strats, their managed portfolios, and the investment team here.

Every financial advisor must be affiliated with a broker-dealer or a registered investment adviser to receive compensation for financial advice and the sale of investments. We have chosen to align with Cambridge, a firm who, like us, values the freedom of independence. Cambridge is responsible for processing our investment business and facilitates the buying and selling of securities. In addition, they help us maintain regulatory compliance and stay up-to-date with securities law.

While Cambridge processes our investment business, your investments and cash are held at a custody and clearing firm. We have access to multiple firms, including Pershing, Fidelity, and Charles Schwab. We will select the right clearing firm for you depending on your investment mix.

Depending on your investment needs, we may recommend strategies from third-party money managers. Our connections provide us access to dozens of companies with hundreds of portfolio models. By taking advantage of these world-class firms, we can spend more time serving you.