Our Broker-Dealer
Marsico Wealth Management is dedicated to remaining independent and having the freedom to structure our business in a manner that best serves our clients. That’s why we’ve chosen Cambridge Investment Group, Inc., as our financial solutions firm. Cambridge is a privately controlled firm focused on serving independent financial advisors and their investing clients. Cambridge is a national corporation with a registered investment adviser and industry leading independent broker-dealer.
We share in Cambridge’s core values of integrity, commitment, flexibility, and kindness, and are proud to to work for a firm whose purpose is to make a difference in the lives of their advisors, their advisors’ clients, and their associates.
Cambridge’s home office is located in Fairfield, Iowa, and have over 3,000 financial advisors across the nation.¹
1 As of December 31, 2016