Trailhead Financial Partners

Trailhead Financial Partners Content provided via links to third party sites should not be considered an endorsement of third party content.

We make no representation as to the completeness or accuracy of information provided at these websites. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Trailhead Financial Partners and Cambridge are not affiliated.

Our Trailhead hats are designed to be one-size-fits-all, but this is pushing it, lol!
05/26/2026

Our Trailhead hats are designed to be one-size-fits-all, but this is pushing it, lol!

Last week, Ash was honored to attend Cambridge's Signature Club, a gathering focused on learning and collaboration along...
05/19/2026

Last week, Ash was honored to attend Cambridge's Signature Club, a gathering focused on learning and collaboration alongside top advisors nationwide.
For him, the best part of these events is bringing fresh ideas and perspective back home to the clients he cares so much about. Thank you to everyone who trusts us with their financial journey - we couldn't do without you. Congratulations, Ash!

They say art tells a story... we wonder what the guy in this sculpture would say if he could talk. He's probably thinki...
05/04/2026

They say art tells a story... we wonder what the guy in this sculpture would say if he could talk. He's probably thinking about his retirement plan

We are proud to share that Ashley recently completed the requirements to renew his CFP® and CRPC® certifications!Deliver...
04/14/2026

We are proud to share that Ashley recently completed the requirements to renew his CFP® and CRPC® certifications!

Delivering quality advice to clients requires more than just experience—it takes a commitment to staying current. Ashley spends an average of 35 hours each year on continuing education to maintain his licenses and credentials. It's all to ensure our team is equipped with the latest strategies for this ever-changing environment.

Kale and Beth look great in their Trailhead hats on their Caribbean vacation. Thanks for taking us with you; enjoy that...
04/07/2026

Kale and Beth look great in their Trailhead hats on their Caribbean vacation. Thanks for taking us with you; enjoy that sunshine!

Linda is loving the new Trailhead hat in Myrtle Beach! Enjoy the sunshine, Linda, and thanks for sending us the pic!
03/18/2026

Linda is loving the new Trailhead hat in Myrtle Beach! Enjoy the sunshine, Linda, and thanks for sending us the pic!

What do you think of our new hat color? We just got this batch in and Leslie took one to the beach. Let us know if you...
02/19/2026

What do you think of our new hat color? We just got this batch in and Leslie took one to the beach. Let us know if you'd like one for your next adventure... be sure to send us a selfie!

Ashley Fellers doesn't just add exceptional value to the lives of our clients, he contributes significantly to the growt...
02/04/2026

Ashley Fellers doesn't just add exceptional value to the lives of our clients, he contributes significantly to the growth and development of fellow financial advisors, as well. At the recent Interdependent Advisor's annual conference, he was honored with the 2025 Collaboration Award for the impact he's had in helping fellow advisors along in their journeys and careers. Congratulations, Ash! Thank you for representing TFP so well with your peers.

01/01/2026

We extend warm wishes to our valued clients, friends, and partners for a successful 2026! As you set your goals and resolutions, we invite you to bring us along... Let's go together!

Paul sent us this pic from the Land Down Under as he visited New Zealand. Thanks for the pic and for taking TFP interna...
12/18/2025

Paul sent us this pic from the Land Down Under as he visited New Zealand. Thanks for the pic and for taking TFP international!

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Westerville, OH
43082

Telephone

+16144077883

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