About Us

RWS Financial Group has been helping clients with their investment objectives, planning needs, and portfolio design since 1985. RWS Financial Group specializes in creating retirement and wealth strategies, providing objective, unbiased advice, and delivering highly personalized quality service.

Since our inception, we have been committed to a relationship based approach and providing a level of service and professionalism our clients expect and deserve. At RWS Financial Group we partner with you to make informed financial decisions by identifying your needs and creating customizable solutions to help you achieve your financial goals. Your need for objective advice drives our independence

RWS Financial Group values true independent thinking. This is why we are aligned with one of the most respected broker-dealers in the industry, Cambridge Investment Research, Inc. Cambridge has been honored as ‘Broker Dealer of the Year’ for 2014, 2013, 2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine (1). Recognized in the industry as The Fee Experts®(2), Cambridge has been ranked a fee leader among independent broker-dealers for 13 consecutive years(3), and is a four-time winner in the Broker/Dealer of the Year annual poll(4). With Cambridge, we have total independence as to how we operate our business while they provide all of the back office support in compliance, marketing, licensing, and regulation. They also provide access to a first-rate network of people, products, and resources, enabling us to customize a financial plan that helps you realize your dreams for today – and tomorrow.


1. Investment Advisor magazine, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its rep-advisors in the Investment Advisor Broker-Dealer of the Year 2014 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing rep-advisors cast valid ballets. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by rep-advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating rep-advisors surveyed in June of the seven years listed. Your experience may vary. Visit thinkadvisor.com.

2. THE FEE EXPERTS® is a registered mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
3. Financial Planning magazine, June “FP50”, 2001-2014
4. Investment Advisor magazine, 2010, 2008, 2007, 2003