You’re independent. We’re flexible.
You need autonomy and flexibility to run your Office of Supervisory Jurisdiction (OSJ) your way – not limits and restrictions.
Cambridge understands that your business model is unique. We support leaders like you by tailoring solutions to meet your needs and the needs of the financial advisors you serve at any scale.
Enjoy More Autonomy
You can have the best of both worlds: Independent ownership and the flexibility to run your business your way.
At Cambridge, you can expect:
- Pricing established at the OSJ level
- Payouts customizable for each of your advisors
- Unparalleled flexibility to help you meet the expectations of recruits – with multiple clearing firms and one of the broadest product footprints in the industry
- A “common-sense” Compliance Department with an open mind and open door
- Recruiting support for growth-oriented OSJ leaders
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.
“When I was considering creating an enterprise, I was told that Cambridge had exactly what I needed to help financial advisors build their practices. Over 13 years later, I can assure you they were telling the truth.”
Monte Ferguson, Founder and Partner, Pivotal Advisors1
1Cambridge and Pivotal Advisors are not affiliated.
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.