You've built your business around personal relationships, local communities, and putting clients first. Shouldn't your partner firm do the same?
Across Iowa, independent financial advisors are re-evaluating what they need from a broker-dealer or RIA partner. They're looking for flexibility, responsive support, and technology that helps them grow, not slows them down.
For decades, Cambridge has helped advisors build businesses on their terms while remaining rooted right here in Iowa.
Independence should never mean doing it alone.
When advisors begin exploring their options, it's rarely because of a single issue. It's because small frustrations start adding up.
A firm built around advisors, not the other way around.
Cambridge was founded in Fairfield, Iowa and remains committed to the people and communities that helped shape who we are today. While we've grown nationwide, the principles that shaped our firm from the beginning continue to guide how we support advisors, make decisions, and build relationships.
Hear Founder Eric Schwartz and CEO Amy Webber share the story behind Cambridge and the people-first values that continue to shape our culture.