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Our Story

Established in 1988, Cutter & Company was an independent FINRA registered broker-dealer, insurance agency and SEC registered investment advisor.  In 2025, the Broker Dealer/RIA was sold to Prospera Financial Services, but I maintain my personal book of clients with accounts continuing to be maintained as is, now clearing through Prospera. This leaves me free to do what’s best for my individual clients and businesses as an independent advisor. That means our advice, products, services and support are provided purely for your benefit to help you reach your goals; not to meet someone else’s sales quota - I work for you as a Fiduciary.