• Business Models

Independent Financial Advisor

Do business your way

You deserve to be in control.

If you want more flexibility to run your business and help clients reach their investing goals, discover the opportunities Cambridge offers.

We value your independence and empower you to make your business vision a reality. At Cambridge, you own your client relationships while enjoying the freedom of choice.

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.

Take back hours in your day by outsourcing tasks - to 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 don’t 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.

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.