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Our Team

Trailhead Financial Partners began with a mission to add value to our clients lives and serve their financial needs. We exist where the paths of the best advice, quality products, and cutting-edge technology meet. We excel at creating and implementing unique plans to accomplish the goals our clients entrust us with.

Our team is dedicated to your success. Let us show you how we can make a difference.



Trailhead Financial Partners

  Phone: 614-407-7883

  113 Commerce Park Dr. Suite B
     Westerville, OH 43082

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AZ, CA, FL, GA, HI, IN, KY, MA, ME, MO, NE, NJ, OH, PA, PR, SC, TX, UT, VA, WA. Cambridge and Trailhead Financial Partners are not affiliated. | Cambridge’s Form CRS (Customer Relationship Summary)