What Cambium Wealth Partners does

Cambium Wealth Partners is a privately-held financial advisory firm headquartered in Flagstaff, Arizona, with satellite offices in Camp Verde and Cottonwood, serving individuals, families, and business owners across Northern Arizona. The firm delivers comprehensive financial planning services spanning investment management, retirement planning, estate planning, insurance planning, and tax strategy, with securities execution routed through Private Client Services (FINRA/SIPC member) and advisory services delivered through a strategic partnership with RFG Advisory, an SEC-registered investment adviser. The practice originated as Tom Taylor's pioneering firm and has since evolved into a multi-advisor team, supplemented by affiliate entities Cambium Tax and Cambium Law that provide tax preparation and legal services respectively.

The firm's technology stack is non-proprietary; client-facing digital infrastructure (website, resource center, calculators, video library) runs on the FMG Suite content platform, while investment advisory delivery relies on RFG Advisory's registered investment adviser infrastructure. Cambium's product surface is principally advisory relationships rather than software products, with educational content and interactive financial calculators functioning as content-marketing and demand-generation tools rather than standalone offerings.

Commercially, Cambium operates on a fee-based and transaction-based revenue model: recurring advisory fees on assets under management through RFG Advisory, transaction-based revenue on securities through Private Client Services, and professional services fees from affiliated Cambium Tax and Cambium Law. The go-to-market motion is sales-led and relationship-driven, leveraging complimentary initial consultations, phone outreach, multi-office physical presence, and a content-rich resource center to attract prospective clients in its regional Northern Arizona market. Independent recognition includes Forbes Best-in-State Wealth Advisors ranking (#12 in Arizona for Mary Huntley, CFP, in 2026) and AdvisorHub's 100 Women to Watch (2025).

Name

Cambium Wealth Partners

Legal name

Cambium Wealth Partners

Website

https://cambiumwp.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Cambium Wealth Partners is a privately-held financial advisory firm serving individuals, families, and business owners across Northern Arizona with retirement, investment, estate, tax, and insurance planning via a multi-advisor practice partnered with RFG Advisory.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industry

Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

Keywords

• Wealth management
• Financial planning
• Investment advisory
• Retirement planning
• Estate planning

Headquarters

HQ city

Camp Verde

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services provided through RFG Advisory, a registered investment advisor. Services include portfolio management, financial planning, and investment guidance.
2. Securities Services: Securities offered through Private Client Services, member FINRA/SIPC. Includes investment products and related financial instruments.
3. Tax and Legal Services: Tax preparation services through Cambium Tax and legal services through Cambium Law, both affiliates of Cambium Wealth.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Cambium Wealth Partners is a multi-advisor financial advisory firm that delivers comprehensive wealth management services—including investment management, retirement planning, estate planning, and tax planning strategies—to individuals, families, and business owners across Northern Arizona. Advisory services are delivered through a partnership with RFG Advisory (an SEC-registered investment adviser), while securities are offered through Private Client Services (member FINRA/SIPC). Tax and legal services are provided through affiliated entities Cambium Tax and Cambium Law.

Product overview

Cambium Wealth Partners is a multi-advisor wealth management practice serving individuals and families across Northern Arizona. The firm offers a comprehensive suite of financial advisory services centered around investment management, retirement planning, estate planning, and tax strategies. The core advisory service is supplemented by a resource center featuring financial calculators, educational articles, and video content covering topics such as Social Security optimization, tax-deferred growth strategies, estate management, insurance planning, and lifestyle financial decisions like home purchasing and debt management. The practice operates through a partnership with RFG Advisory and offers services from offices in Flagstaff, Camp Verde, and Cottonwood, Arizona.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Advisory Services Comprehensive financial advisory services encompassing investment management, retirement planning, estate planning, and tax strategies delivered through RFG Advisory for individuals, families, and business owners in Northern Arizona.
• Tax Planning and Preparation Services Tax preparation and tax planning services delivered by Cambium Tax, an affiliate of Cambium Wealth, supporting clients' broader financial planning needs.
• Legal Services for Estate Planning Legal services supporting estate planning and related legal needs, delivered by Cambium Law, an affiliate of Cambium Wealth.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• RFG AdvisorycoreStrategic or Co-development PartnerStrategic partnership with RFG Advisory serves as the foundational platform for Cambium Wealth Partners' investment advisory services. RFG Advisory is an SEC-registered investment adviser providing the infrastructure for advisory service delivery. Cambium describes this partnership as 'the launch point to the next step in our journey of service' and represents their commitment to grow, evolve, and improve services.
• Private Client ServicescoreChannel Partner/ Reseller/ DistributorSecurities services offered through Private Client Services, a registered broker-dealer and member of FINRA/SIPC. Provides distribution channel for investment products and securities to Cambium Wealth Partners clients.
• Cambium TaxminorOthersAffiliate company providing tax preparation and tax planning services as part of the Cambium Wealth ecosystem.
• Cambium LawminorOthersAffiliate company providing legal services as part of the Cambium Wealth ecosystem for estate planning and related legal needs.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Creative Planning: Large national RIA providing wealth management, tax, and estate planning services. Comparable in offering integrated financial services to affluent clients, but with a much larger geographic footprint, AUM base, and broader service menu.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of affiliated financial advisors with wealth management and investment platforms. Comparable infrastructure provider for independent advisor practices, but at much greater scale.
• Edelman Financial Engines: Large independent RIA providing wealth management and financial planning across the U.S. Comparable in offering comprehensive financial planning services to individuals and families, though at a national scale with both digital and advisor delivery.
• Carson Group: National RIA and wealth management firm serving independent advisors through partnership and acquisition. Comparable in supporting multi-advisor practices and individual wealth clients, but at significantly larger scale.
• Mariner Wealth Advisors: National wealth advisory firm offering comprehensive financial planning and investment management. Comparable in serving affluent individuals and families, but operates at much larger scale across multiple U.S. regions.

Direct peers

• Cetera Financial Group: Broker-dealer and RIA network supporting independent financial advisors and wealth management practices nationwide. Comparable in serving multi-advisor practices through a hybrid independent advisor model with securities and advisory infrastructure.
• Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting multi-advisor practices through a partnership model. Directly comparable to Cambium's RFG Advisory / Private Client Services structure for delivering institutional infrastructure to independent advisor teams.
• Private Advisor Group: Independent RIA and broker-dealer supporting mid-sized wealth management practices. Comparable in providing infrastructure for independent advisor teams serving affluent clients, with a similar partnership and multi-advisor model.
• Buckingham Strategic Partners: Wealth management firm specializing in evidence-based financial planning for individuals and families. Comparable in serving individual and family wealth management clients through advisor partnerships and content-driven educational marketing.
• Sanctuary Wealth: Wealth management platform partnering with high-performing advisor teams transitioning from wirehouses or independent broker-dealers. Directly comparable multi-advisor partnership model targeting experienced CFP professionals serving affluent clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cambium Wealth Partners