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Iowa Advisors Deserve a Partner Who Knows Iowa

An Independent Partner, Right Here in Iowa

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.

Why Financial Advisors Start Looking Elsewhere

When advisors begin exploring their options, it's rarely because of a single issue. It's because small frustrations start adding up.

At many firms:

  • Support feels harder to reach
  • Decisions take longer to make
  • Technology creates more work than it solves
  • Growth ambitions exceed available resources
  • The relationship starts to feel transactional

With Cambridge, you get:

  • Direct access to leaders who understand your needs and can act on them
  • Resources that put you in the best position to grow
  • Technology that supports your business, not complicates it
  • The flexibility to build the business you’ve always pictured
  • A people-first culture where relationships still matter

A firm built around advisors, not the other way around.

Your Business Is in Iowa. So Is Ours.

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.

Continue Exploring What Sets Cambridge Apart

Advisor Collaborating

Leadership Team

Get to know the leaders driving our vision and advancing our mission

Cambridge Stronger Podcast

Hosted by CEO Amy Webber, hear advisors share their stories and insights about life at Cambridge

Blue Gradient

Curious What's Possible?

Whether you're actively considering a change or simply evaluating what's available, we're happy to have a conversation.