Preferred Partners

In business for yourself,
not by yourself.

Preferred Partners helps financial advisors in all 50 states:

  • Grow their practice
  • Increase office efficiency
  • Develop compliance and operations solutions
  • Maximize profitability
  • Collaborate with one of the most flexible broker-dealers for independent financial professionals, Cambridge Investment Research

Our Business is Your Success

We don’t operate a book of business. Our sole mission is to help independent advisors build toward success.

Preferred Partners is a non-producing OSJ, a rare format among independent distribution channels. We believe managing a book of business would create an unnecessary distraction and conflict of interest between the OSJ and the independent financial advisors that we support daily.

The success of your financial planning practice is our business.

Learn More

Meet the Team

Preferred Partners is a full-service Office of Supervisory Jurisdiction (OSJ) founded by John Fenwick. It is among the biggest and most effective OSJ’s in the nation.

Meet the Team

Contact Us

303-860-0792
Across the landscape of the financial services business there is a perpetual headwind of providing favorable and comfortable performance to clients within volatile markets. It’s simply omni-present and this will never change. I’ve been an advisor for over 23 years and for half this time I’ve had John (PP) as my OSJ. He and his team have perpetually delivered prompt service with great attention to detail for all my business processing, service, supervisory and problem issues. I have enough to confront with daily market volatility. It’s a pleasure to also have the omni-present and consistently high service level of John and PP.
- Glen Viditz-Ward, ChFC, CFS, CLU, CASL, RICP, VI ditz-Ward Financial Services

Our Office

  • 13984 W. Bowles Ave
  • Suite 102
  • Littleton, CO 80127
  • Phone: 303.860.0792