“Commitment to independence is commitment to our core values: integrity, commitment, flexibility, and kindness.” – Eric Schwartz
In this episode of Cambridge Stronger, founder Eric Schwartz joins the conversation as Cambridge celebrates its 45th anniversary, reflecting on the culture and values that have shaped the firm since day one. Eric shares how Cambridge’s people‑first, independence‑driven culture – treating advisors as partners, friends, and family – has guided the firm through decades of industry change and consolidation. He discusses the evolution of the financial services landscape and why independence remains Cambridge’s North Star.
Episode 248: 45 Years Strong: Culture, Independence, and the Cambridge Story offers insight into:
- The culture behind Cambridge’s 45‑year journey
- Why independence is critical for financial professionals and their clients
- Using technology to enhance efficiency without losing the human touch
Cambridge and its predecessor broker-dealer.
About Eric Schwartz
Eric Schwartz is Co‑Chairman of the Board of Directors at Cambridge. Nearly 45 years ago, he listened closely to independent financial professionals and embraced the fee‑based approach – well before the hybrid advisor model became an industry norm – helping drive a shift toward open‑architecture, choice‑driven platforms. Focused on innovation and problem solving, Schwartz also prioritized business continuity and succession planning, leading Cambridge to model the planning it encourages for financial professionals. Over several decades, he has helped build a flexible business model, strong leadership team, and formal succession plan rooted in Cambridge’s core values of integrity, commitment, flexibility, and kindness.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
Featured Insights & Events
The Pillars of True Independence
Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.
Building Something Wonderful
After nearly 45 years in business, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Co-Chairman of the Board, just wanted to build something wonderful.
Cambridge Stronger Podcast
Cambridge Stronger is a podcast series hosted by Cambridge CEO and Co-Chairman of the Board, Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
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