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Are you independent?

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

We are dedicated to serving independent financial professionals and committed to remaining privately controlled.
At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients.

We believe every journey is important. We are independent. We are Cambridge.


Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck.