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A Partner Firm Focused on Financial Advisor Independence

Protecting your independence starts with selecting a partner firm that controls its destiny. Learn why Cambridge has what financial advisors need to thrive in the independent space.

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Not All Independent Firms Are Built the Same

Every independent financial advisor knows how important it is to select the right partner firm. Your broker-dealer/RIA impacts every area of your practice, from the products you offer your clients to the tools and resources you use to grow your business. More importantly, you want a partner that has your back and will support your independent journey through thick and thin. 

An ideal partner firm has two critical qualities: Experience and an unwavering commitment to independence. Cambridge has both — we’ve been serving independent financial advisors for over 40 years1 and we have a succession strategy designed to preserve internal control and independence for the long haul. 

Be Part of Something Wonderful

Since Eric Schwartz founded the firm in 19811, Cambridge has helped financial advisors serve clients and build their businesses. Our mutual independence equips financial advisors with control by offering a flexible range of products, solutions, technology platforms, and more.

Greg Raines
Everybody talks about helping financial advisors and enterprise leaders grow, but Cambridge actually does it. I don’t know of another firm that has the coaching, recruiting support, and product footprint that Cambridge has.

Greg Raines
TAG Advisors

Monte Ferguson – Cambridge
I was like a kid at a candy store when I first got to Cambridge because we had so many products and sponsors to choose from. We never had that before. I was previously in a captive environment and had limited selection and shelf space. When I came to Cambridge, that all changed.

Monte Ferguson
Pivotal Financial Advisors

Lisa Boyer
Kindness is very important to me and is another big positive reason why I enjoy my time at Cambridge. I've always been impressed with the culture and felt very welcomed here.

Lisa Sappenfield Boyer
Boyer and Sappenfield Investment Advisors

1Cambridge and its predecessor broker-dealer.

Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.

Ready to Start Your Journey?

Learn more about our unique culture and how we can help you build the business you've always envisioned.

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