Our Purpose & Values

At Cambridge, our purpose is to make a difference in the lives of our advisors, their clients, and our associates.

Our purpose inspires our passions for:

True independence

Private control

Customizable experience

Innovative partnership

Unique culture based on our core values


Our Values reflect our purpose, define our culture, and direct our actions.

Integrity – honesty, fairness, and ethics are the foundation of our culture

Commitment – making a difference to our community through quality, excellence, and service

Flexibility – innovative solutions based on being open minded, thoughtful, and resourceful

Kindness – actions guided by consideration and human touch while embracing accountability