Arizona-based advisory firm Cambium Wealth Partners has selected RFG Advisory to support its next generation of growth by leveraging RFG’s platform capabilities in technology, operations, and service delivery. The move continues RFG’s strong momentum in advisor recruitment, with the firm now exceeding $7 billion in assets under management.
Cambium, founded by Tom Taylor, CFP, and headquartered in Arizona, currently manages approximately $340 million in client assets. The team is composed of 14 professionals — five financial advisors supported by nine operations and support personnel led by Mary Huntley, CFP, and Josh Szyman, CFP. The firm serves clients locally in Arizona and nationwide, offering a full suite of financial planning and investment services.
The partnership is designed around shared values. Cambium’s servant-hearted philosophy, centered on community giving, teamwork, and integrity, aligns closely with RFG’s servant-heart culture. By affiliating with RFG, Cambium gains access to a fully integrated technology platform and a comprehensive suite of advisor services resources designed to streamline operations and enhance client service while preserving its collaborative client-first culture.
For its part, RFG highlighted the strategic importance of the affiliation. Shannon Spotswood, CEO of RFG Advisory, described Cambium as a firm that is redefining what it means to lead with purpose and build with intention, and said that partnerships like this reinforce RFG’s mission to empower advisors to make an extraordinary impact in their clients’ lives.
The release also positions the Cambium addition as one component of RFG’s broader growth strategy. Among recent moves cited: the appointment of Ed Swenson as President of RFG, the relaunch of its growth-accelerator program StrongHer Money, and the firm’s partnership with Syntax data to expand its model marketplace. For advisors seeking to explore affiliation with RFG, the company directs them to its website.
In sum, the affiliation signals a strategic alignment between a growth-oriented independent advisory team and a larger platform provider seeking to enable more efficient, purpose-driven advisory practices. Cambium gains operational scale and technology support; RFG strengthens its network and scale of assets under management.
KEY QUOTES:
“At Cambium, serving others is at the heart of everything we do. Our team is deeply committed to helping clients, colleagues and our community thrive. RFG’s values and mission mirror our own, making this partnership a natural fit.”
Mary Huntley, CFP — Co-Lead, Cambium Wealth Partners
“Cambium is redefining what it means to lead with purpose and build with intention. Partnerships like this remind us why we do what we do, supporting and empowering advisors to make an extraordinary impact in the lives of their clients.”
Shannon Spotswood — CEO, RFG Advisory
