Preferred Planning Associates Employee Directory

Financial ServicesOhio, United States2-10 Employees

Preferred Planning Associates is a financial services organization composed of experienced, independent financial advisors located across Ohio. The firm supports a range of client services that include fee-based financial planning and account management, alongside the offering of commissioned products. Despite geographic dispersion, the collaboration among advisors aims to provide the benefits of being part of a larger professional network while maintaining local client relationships. The company emphasizes flexibility for its advisors, balancing autonomy with access to colleague consultation and practice support.

The organization works with a broker/dealer relationship through Cambridge Investment Research, Inc., which supports independent financial professionals and their clients and is positioned as a leading independent broker-dealer by industry rankings. Cambridge handles securities transactions, while Cambridge Investment Research Advisors, Inc. provides investment advisory services. The business operates from Centerville, Ohio, and serves as an association that links individual practitioners into a cohesive network. The firm participates in the broader financial services industry as an intermediary enabling independent advisors to offer a range of financial planning and advisory services.

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