AlphaTrust Advisors is a boutique financial and tax advisory firm that serves as a Chief Financial Officer for individuals and families looking for a collaborative approach to the management of every aspect of their finances.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors., Inc., a Registered Investment Advisor. Cambridge and AlphaTrust are not affiliated. Investment products and services available only to residents of states in which their advisor is licensed. Cambridge does not provide tax or legal advice. Tax and accounting services are offered through AlphaTrust Tax Services, LLC. Jeffrey Burg is securities licensed in AZ, CA, CO, ID, IL and OR. Please review our Client Relationship Summary for important information about how we work with our clients.