top of page
Man in lake.png

All the Resources You Need 

As a boutique firm, we are nimble and responsive, while maintaining strategic partnerships and alliances to scale our services to meet your changing needs. 

Meet Our Strategic Partners

Cambridge Investment Research, Inc. is an internally controlled financial solutions firm dedicated to serving independent financial advisors and their clients.  

Founded in 1981, Cambridge serves over 3,800 financial professionals and provides a broad range of solutions in the areas of advice, technology, business growth, consulting, outsourcing, and more.

Cambridge is guided by its core values of integrity, commitment, flexibility, and kindness.

We are innovators, problem solvers, and game changers. We are independent. We are Cambridge.

Learn more about our capabilities here.

Cambridge Investment Research, Inc. Home Office

Awards and Recognition

  • Three-time ‘Tier Four Trail Guide – Leadership Achievement’ award recipient

  • Named second in overall satisfaction among independent advisors by J.D. Power and Associates, 2020

  • Nine out of 10, average rating of five in our ‘Cambridge Satisfaction Survey’

Learn more about
the 
EightPoint Financial Planning Process

A time-tested process for keeping you and your family on track.

Get in Touch with Your Pittsburgh Financial Advisor

Thanks for submitting!

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and EightPoint Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CO, FL, LA, MD, MS, NC, NJ, NV, OH, PA,  TX, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

The content herein is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this content was developed and produced by outside sources to provide information on topics that may be of interest. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

​

All written content on this site is for information purposes only. Opinions expressed herein are solely those of EightPoint Financial. The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.

bottom of page