CBIS | About CBIS

About CBIS

We are innovators.
We are independent.
We are CBIS.

CBIS, Inc. is an internally controlled financial solutions firm dedicated to serving independent financial advisors and their clients. We offer a flexible range of solutions in the areas of advice, growth, technology, independence, and more.

CBIS is guided by its core values of integrity, commitment, flexibility, and kindness. We are problem solvers, game changers, and trusted partners to thousands of financial professionals across the country.

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40+ Years of Service

Celebrating 40 Years

40 Years of Empowering Independence

For over 40 years, we have provided financial advisors with the freedom to thrive. A foundation of independence, culture, and values has helped Cambridge become one of the largest internally controlled financial services firms in the country.

Cambridge Executive Chairman Eric Schwartz, and President & CEO Amy Webber reflect on their unique journeys and why the best is still to come.

Culture & Values

Culture counts and values matter most

We believe culture and success go hand in hand. Our core values have shaped our journey and kept us centered on our purpose of serving independent financial advisors and their clients.

Our Purpose

To make a difference in the lives of our financial professionals, their clients, and our associates.

Integrity

We do what we say. Honest, transparent, and accountable in every interaction with our clients and partners.

Commitment

Unwavering dedication to the success of our advisors, their clients, and the communities we serve.

Kindness

We treat everyone with respect and compassion — it is core to who we are and how we do business.

Ready to join the
CBIS community?

We are proud to work with financial advisors who share our values and commitment to making a difference.

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