• Business Models

Independent Financial Advisor

Do Business Your Way

Your Business. Your Vision. Your Terms.

You’ve worked hard to build your business, and you deserve the freedom to run it on your own terms. 

Cambridge offers the flexibility and support you need to grow your business your way — helping you serve your clients and reach their investing goals without compromise. 

We honor your independence by giving you the freedom and tools to create, and continuously shape, your business vision.

Experience freedom from:

  • Sales quotas 
  • Proprietary products 
  • Stringent compliance requirements  

Flexible platforms, managed models, and tools to help you design portfolios your way.

Resources and programs to help you scale, lead, and spend more time where it matters most.

One of the industry’s most expansive product footprints—designed to give you choice, flexibility, and support for holistic, client-first advice.

Integrated platforms and digital workflows that support the way you run your business.

A guided process built around your timeline, your clients, and your team..

Fully equipped spaces with a built-in community.

Break free of restrictions and thrive.