• Business Models

Independent Advisor

Do business your way

You are in control.

If you are looking for more flexibility to run your business and help clients reach their investing goals, discover the opportunities offered by Cambridge.

We value your independence and empower you to turn your business vision into a reality. At Cambridge, you own your clients while enjoying freedom of choice.

Experience freedom from:

  • Sales quotas 
  • Proprietary products 
  • Stringent compliance requirements  

Deliver great client experiences with our customized technology solutions.

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

Grow your practice and create an 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.

Create a legacy by partnering with our team focused on business continuity, succession planning, mergers, and acquisitions.

Take back hours in your day by outsourcing tasks, and spend more time where it matters most – with your clients.

Transition your business without missing a beat with our personalized plans and “Transition Express” program.

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

Grow your network and achieve your goals by connecting with other Cambridge financial advisors who can help guide you on your journey.

Break free of restrictions and thrive.