Kevin Whiteford of Whiteford Wealth Management, Inc. Named to FSI Advocacy Circle of Excellence  

August 25, 2020

Cambridge congratulates Kevin Whiteford, president and founder of Whiteford Wealth Management, Inc., Whiteford Tax & Financial Ltd., and Whiteford Properties Inc., who was recently named to the inaugural Financial Services Institute (FSI) Advocacy Circle of Excellence. Whiteford joins Cambridge Executive Vice President and Chief Technology Officer Nick Graham and 18 other individuals honored by the advocacy organization’s new advocacy recognition awards program.

Whiteford, who joined Cambridge in 2009, has over 20 years of experience in the financial services industry. Guided by a purpose of “service first … service last … service always”, Whiteford and his associates provide various services to meet the needs of business owners and individuals in all areas of their finances by advocating for investment and life insurance options that fit their needs and goals.

The FSI Advocacy Circle of Excellence recognizes FSI members who display an outstanding commitment to advocacy on behalf of the independent financial services industry. Members of the FSI Advocacy Circle of Excellence were determined following a thorough review process that examined members’ engagement and contributions to advancing FSI’s advocacy mission and commitment to the industry.

To see the full list of honorees, you can view the FSI announcement here.


Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly owned subsidiaries of Cambridge Investment Group, Inc.