• 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  

Deliver customized client experiences with our flexible technology solutions.

Provide holistic advice with access to one of the broadest product footprints in the industry.

Grow your business and create the optimal office environment with the support of our coaching and consulting programs.

Build your brand and reach more prospects with customized, engaging marketing solutions that deliver results.

Secure your legacy by partnering with our dedicated teams focused on business continuity and succession planning.

Outsourcing tasks allows you to take back hours in your day and spend more time where it matters most — with your clients and team.

You deserve a seamless transition. We provide comprehensive transition timelines and support so you and your clients do not skip a beat.

Run your business confidently with the support of our “common sense” compliance solutions, designed to fit the needs of your unique business model.

Connect with other Cambridge financial advisors who can help guide you on your journey to grow your network and achieve your goals.

Office locations to provide you with the support you desire in a collaborative environment.

Break free of restrictions and thrive.