Solutions for Independence

We offer you a choice based on your business model for being independent and fee focused, or independent and fee only through our RIA or your independent RIA.

Contact a Business Development Director

Advisor Advantage 

Fee only or fee focused solutions for independence 

Offering intelligent flexibility to the independent advisor for their business, Advisor Advantage® is an inclusive approach to delivering service and support.

Learn more about Advisor Advantage  

Cambridge Source

Time is your most precious resource. Outsourcing seems like a simple answer, yet finding a third party who understands you, your value proposition, and your firm - or a third party who can navigate the challenges inherent in our heavily regulated industry can be challenging.

Cambridge has developed an in-house solution for common outsourcing needs. Offerings have been packaged into categories to better serve your outsourcing needs.

Office Support

  • Office Assistant
  • HR Consulting
  • Technology Services


  • Customized Marketing
  • Website Design and Development

Specialized Services

  • Independent RIA Consulting
  • Social Media Trainer Support
  • Event Planning

Practice Advancement

  • Business Consulting
  • The Next Step® Internship Program

Professional Development

  • Street to Advisor
  • Street to Staff
  • Work Style Dynamics

Continuity Express

Intent on solving one of the greatest challenges facing independent advisors, we implemented a firm-wide initiative to develop immediate solutions. Part of our solution is ensuring that all of our advisors have, at minimum, a personalized, written emergency continuity plan in place that we can back or fund if no partner or successor has been identified.

Are you Independent?

Our culture of true independence means you, the financial professional, control the journey. Your long-term success is defined by the value you deliver to your clients, and your enduring success is often driven by your business efforts being a clear reflection of your personal values.

Talk to a Business Development Director