Broker Check

Why We Selected Cambridge as Our RIA

All financial professionals must be affiliated with a Registered Investment Advisor (RIA) and/or a broker-dealer to process business and receive compensation for their services. We have chosen Cambridge as our RIA to distribute investment advice.

With Cambridge, we choose to work with you in a way that keeps your best interests in mind. Cambridge owns no proprietary products (mutual funds, ETF’s, Insurance companies or products, etc.) that other hybrid/dually registered RIA’s might. This way, we keep your best interests in mind as we are not required to offer you proprietary products and/or services that the hybrid/dually registered RIA advisors may be required to do.

As an independent firm, Cambridge believes culture counts, values matter most, and independence is the bedrock of our mutual success. With a wide variety of investment options and zero corporate interests, we can provide unbiased advice that solely benefits our clients. 

Cambridge and its associates live by four core values driving a culture of service excellence:

Integrity – Honesty, fairness and ethics are the foundation of Cambridge’s culture

Commitment – Making a difference to the community through quality, excellence, and service

Flexibility – Offering solutions based on being open-minded, resourceful, and committed to mutual win-win

Kindness – In all things, consideration, and compassion with a human touch guide Cambridge’s decisions

It is very important to us that we do business with a firm that shares our values. Just as we were able to choose a firm with a certain set of values, you have the opportunity to choose a financial advisor that exhibits the qualities you admire most.

To learn more about Cambridge’s culture and values, visit

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.    573- 366-5908    |    573-561-4289