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CLG Growth &
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What is a Trusted Advisor?
What is a Trusted Advisor?
How do you make smart choices about your money?
How do you make smart choices about your money?
How do you have a great life?
How do you have a great life?

Ideal Advisor Profile

Cambridge Legacy’s mission is to empower a select group of trusted financial advisors to achieve their professional goals and to fulfill their personal legacy. The advisors who receive the greatest benefit from being in our community…

  • Have a trusted way of being and are committed to implementing the trusted advisor methodology.

  • Are deeply committed to growing their business to the next level of success as a trusted advisor.

  • Can transfer a minimum of $5 million of investable client assets and produce minimum recurring revenue to the firm of $25,000/yr.

  • Share our vision and values… and are fun to work with.

  • Do not have regulatory issues and have a clean U4.
"In the grand scheme of things, money’s not that important. It’s significant only to the extent
that it allows you to enjoy what is important to you.” --Bill Bachrach, Values Based Financial Planning
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Securities offered through Cambridge Legacy Securities, L.L.C. Member FINRA and SIPC.
 MSRB Registered.

Investment advisory services offered through Cambridge Legacy Advisors, Inc.
Insurance services offered through Cambridge Legacy Agency Group, Inc.

This is not a solicitation or offer to sell securities in any states other than AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MS, MO, MT, NJ, NM, NV, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, WA, WI and WV

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Compensation & Conflicts of Interest