Our Next Chapter

Growing Together.

Welcome to Cambium Wealth Partners

For us, it’s more than a tagline, it’s a commitment. If you’ve been a client of ours for a while, you know that we are passionate about continued innovation, technological advancement, and expanding services based on your needs. Over the past few years, our team has been future-casting to ensure that our firm is positioned well to meet the needs of our clients today, tomorrow, and for decades to come.

Branding to Reflect Our Mission

As a part of this move, we a proud to announce an update to our name and branding as Cambium Wealth Partners. You’ll also notice a refreshed logo and brand identity—inspired by the cambium layer of a tree, where growth happens year after year. The three rings in our new logo symbolize our integrated approach to financial planning, tax strategy, and estate planning—each centered around care, stewardship, and connection.

This partnership represents the next ring in our growth story—a natural evolution that allows us to enhance the technology, tools, and support we use to serve you, while staying true to what has always defined Cambium: thoughtful planning, human connection, and care through every season of life.

We've Partnered with RFG Advisory.

As part of our continued commitment to stay at the forefront of innovation and deliver the best possible service to those we serve, we are proud to announce that we will be partnering with RFG Advisory, an award-winning platform for Independent firms like ours to help us with innovative technology, back-office support, and the tools we need to keep our firm on the forefront of service in our industry.

Visit RFG

In addition to our partnership with RFG Advisory, we will now have access to custody assets at Fidelity & Charles Schwab.