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Cambridge Named ‘Wealthies’ Winner in Three Categories

Firm’s three award selections are tied for
second-most of any firm in year that saw record number of nominations 

FAIRFIELD, IA – September 8, 2023 — Cambridge, a leading independent financial solutions firm, was named a 2023 Industry Awards (“Wealthies”) winner in three categories, tied for second-most among the over 250 finalists that were in the running for an award. The firm received all three awards at last night’s Wealthies ceremony at the Ziegfeld Ballroom in New York City, where 91 awards were presented to 80 companies.

Cambridge’s three award wins reflect the firm’s breadth and versatility; Cambridge won awards for its ‘Something Wonderful’ national marketing campaign, its ‘Let’s Talk’ internal podcast, and its contributions as the lead sponsor of the Cambridge Little Achievers Childcare Center, a 14,000-square-foot childcare facility in Fairfield, Iowa serving up to 185 children in and around Jefferson County that opened earlier this year.

The Wealthies are a leading awards program in the financial services industry that honor outstanding achievements by companies, organizations, and individuals who are supporting the development and success of financial advisors around the country. All winners and finalists were selected in June by a panel of 18 independent judges that evaluated1 over 1,000 entries from more than 400 companies, the most submissions ever received in the award’s nine-year history. Cambridge was named a finalist in six categories.

Below is a look at each of the three Cambridge winners. A complete list of 2023 winners can be found here.

Cambridge Little Achievers Center — Corporate Social Responsibility

Category: Broker-Dealers (1,000 Advisors or More)

The Cambridge Little Achievers Center is a 14,000-square-foot childcare facility in Fairfield, Iowa serving up to 185 children in and around Jefferson County. Cambridge was the lead sponsor of the facility, which opened in January 2023 and offers working parents in the area another quality, affordable childcare option. The center serves children in the southeast Iowa community from infants to 12 years old.

Let’s Talk’ Podcast Series — Thought Leadership

Category: Broker-Dealers (1,000 Advisors or More)

Cambridge’s ‘Let’s Talk’ podcast is dedicated to giving Cambridge financial professionals and associates an inside look at key conversations happening at the firm. The podcast debuted in July 2022 and was designed to provide financial professionals with Cambridge an opportunity to learn more about various offerings and resources. ‘Let’s Talk’ is hosted by Val Vest, Senior Vice President and Chief Experience Officer, and Jeff Wick, Vice President, Client Solutions.

Something Wonderful’ National Marketing Campaign — Digital Marketing Campaign of the Year

Category: Broker-Dealers (1,000 Advisors or More)

Cambridge’s ‘Something Wonderful’ digital marketing campaign was launched in the summer of 2022 and aimed to build brand awareness through the use of graphics, landing pages, videos, digital and print ads, and branded email campaigns. The campaign was designed to create awareness with independent financial professionals while attracting new associates to the firm. Financial professionals and associates were invited to be part of ‘Something Wonderful,’ a tip of the cap to the firm’s founder, Eric Schwartz, who said his inspiration for establishing Cambridge in 1981 was to “build something wonderful.”

About Cambridge

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.

About, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. Named 2021 Neal Award Winner as Best Media Brand For Overall Editorial Excellence, offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.

Contact: Jeff Wulf, Senior Vice President, Cambridge: or 800-777-6080

1, Wealthies Awards, 2023. Finalists and winners are chosen based on nominations from industry peers. To learn about the award nomination and selection process, visit

Media & PR Contacts

Please contact Cambridge’s Public Relations Team at for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.

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