• Insights

John Rathbun

I chose Cambridge as my broker-dealer because I value the independence to offer thoughtful guidance to my clients.

I am independent. I am John Rathbun.

My journey is about creating long-term client relationships by honestly committing to professional integrity, team expertise, client-centered counsel, and by understanding that life’s true wealth is not about money.

I am a 2014 Spirit of Cambridge Award winner. Advisors are honored with the Spirit of Cambridge Award for their steadfast dedication to serving their clients with integrity, commitment, flexibility, and kindness. Away from the office, I enjoy being actively involved in my community and my church. My wife, Connie, and I enjoy traveling, fishing, and spending time with our two adult children and granddaughter.

Who we are:

Graf & Company Financial Management is located in Fairfield, Iowa. Our team has small town values. We believe in working hard daily and always with complete honesty. We know our clients personally. We believe that true wealth comes from our families, faith, and friendships. Managing money simply allows our clients added opportunities to magnify our true wealth – experiences. Doing it right requires a lifetime commitment to integrity.

What we do:

We are an independent wealth services and accounting firm specializing in helping individuals, families, and business owners reach their financial goals. Our unique program helps identify, simplify, and manage the goals of each client. Our firm offers guidance in wealth preparedness, wealth management, wealth sharing, retirement planning, and more.

Why we do it:

We strive to help put each client on their personal path to financial stability, so they can focus on what is most important to them – enjoying life’s priceless moments.

Check the background of Cambridge and investment professional(s) on FINRA’s BrokerCheck.

John Rathbun, CFP®, Financial Advisor – Graf & Company Financial Management. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Graf & Company are not affiliated.

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