Defining Your Wealth Financial Group LLC is a financial advisory firm dedicated to helping individuals, families, and business owners achieve their financial goals. They operate with a client-centric philosophy, focusing on building long-term relationships through personalized financial planning, investment management, retirement strategies, and insurance solutions. The firm is an independent entity, with its advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser, and securities offered through Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. This structure allows them to provide objective advice and access a wide range of financial products.

Founded in

United States