About Cambridge

Our Commitment
to Inclusion

More than 40 years ago1, Cambridge Founder and Executive Chairman Eric Schwartz sought to build something wonderful. To him, “Something Wonderful” meant a company that treated people well and made a difference. These founding principles remain integral to Cambridge’s identity today, reinforced by our core values of integrity, commitment, flexibility, and kindness. Our collective purpose and values continue to make a difference and are the basis for how we treat one another.

Today, Cambridge is home to almost 4,000 financial professionals and their teams, and more than 900 home office associates. Each member of the Cambridge community brings with them varied experiences, perspectives, and ideas. Through our commitment to inclusion, we can make better decisions and drive innovation today and for years to come.

What Drives Our Commitment


We value new perspectives and promote collaboration to help us achieve better outcomes.

  • CAAP®2 Advisory Council
  • Compliance Advisory Council
  • Commitment to Inclusion Advisory Council
  • Faith-based Investing Advisory Council
  • New Century Council
  • Operations Advisory Council
  • Practice Management Advisory Council
  • Retirement Advisory Council
  • Social and Sustainable Investing Advisory Council
  • Technology Advisory Council
  • Cambridge Nation Online Community
  • Cambridge Community of Women


We are focused on the growth and development of our financial professionals and associates. We create various learning opportunities to encourage and explore new ideas.

  • A Day in the Life of a Financial Professional Series
  • Appreciating Diversity Series
  • Attitudes of Emerging Leaders
  • Aspiring Leaders program
  • Book studies
  • Cambridge Stronger podcast with Amy Webber
  • Certified Corporate Coaching program
  • Continuous Improvement: Everyday Problem Solvers
  • Crucial Conversations
  • Emotional Intelligence
  • In-person and on-demand webinars
  • Let’s Talk podcast
  • Reality Based Leadership
  • Real Practice Management (RPM) program
  • Understanding Bias


We foster an environment of trust where everyone has a voice to influence and impact change.

  • Associate Engagement Committee
  • Community Engagement Committee
  • Financial Professional Engagement Committee
  • Spirit of Cambridge Awards for financial professionals and associates
  • Make a Difference program
  • Parental Leave and Adoption policy
  • Additional associate recognition and floating holidays
  • Updated dress code and tattoo policies for associates


We help shape the future of the advice industry by creating positive change in our communities.

  • Cambridge Foundation
  • Ignite Giving Back program
  • Jim Guy Memorial Scholarship
  • Local volunteer opportunities and events
  • Matching Gifts and Dollars for Volunteers
  • The Next Step® Internship program

Connected in Purpose and Values. Strengthened by Our Differences.

1Cambridge and its predecessor broker-dealer.

2CAAP® is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers.