Huber, Cardono, Moring & Richter, L.P.

Ian Cardono is a financial advisor at Huber, Cardono, Moring & Richter, L.P. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cambridge Investment Research, Inc. since 2007. Outside of his advisory role, he is an independent insurance agent and is involved in managing silica sand-related businesses. Huber, Cardono, Moring & Richter, L.P. provides portfolio design and investment management primarily for individual clients and related accounts, using mutual funds, ETFs, stocks, and bonds. The firm employs a client-focused process to determine objectives and risk tolerance, and manages approximately $22 million in client assets.

Keith Huber is a CFP® professional with 38 years of industry experience, currently serving as the sole advisor at Huber, Cardono, Moring & Richter, L.P. He has been with the firm since 1996 and has also been affiliated with Cambridge Investment Research, Inc. since 2007. Outside of his advisory work, he owns a business related to insurance, benefits, and human resources. Huber, Cardono, Moring & Richter, L.P. provides portfolio design and investment management primarily for individual clients and related accounts, using mutual funds, ETFs, stocks, and bonds, with occasional alternative investments. The firm employs both discretionary separately managed accounts and non-discretionary client accounts and emphasizes a client-directed implementation process with regular portfolio reviews.

David Moring is a financial advisor at Huber, Cardono, Moring & Richter, L.P. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. since 2007. In addition to his advisory role, he has practiced law as a solo attorney since 1978 and operates a construction labor contracting business. Huber, Cardono, Moring & Richter, L.P. provides portfolio design and investment management primarily for individual clients and related accounts, focusing on mutual funds, ETFs, stocks, and bonds. The firm uses separately managed accounts and both discretionary and non-discretionary arrangements, emphasizing a client-directed implementation process and annual account reviews.