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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Independent Financial Group, LLC 1 year, 8 months Jan 2018 - Present
Scarborough Advisors, LLC Dba Scarborough Capital Management 5 years, 10 months Nov 2013 - Present
Scarborough Advisors, LLC Dba Scarborough Capital Management 5 years, 10 months Nov 2013 - Present
Sii Investments Inc 9 years Dec 2008 - Dec 2017
Scarborough Capital Management, Inc. 5 years, 10 months Jan 2008 - Nov 2013
Royal Alliance Associates, Inc. 6 years, 2 months Oct 2002 - Dec 2008

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Articles and Answers

Insights by Gregory Ostrowski

How to Stay Calm in a Volatile Market
Published 2016-05-07 19:08:18
6 Ways to Teach Your Kids About Money
Published 2016-05-07 19:03:32
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 2, 2018
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 2, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Scarborough Capital Management

    Last updated on Feb. 2, 2017
      • $502.7M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 3K
        Accounts
      • $174.0K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Other