Arizona-based firm with $340 million in client assets partners with RFG to enhance service, streamline operations and deepen purpose-driven advice

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced the addition of Cambium Wealth Partners (“Cambium”) to its platform. The partnership continues a strong year of advisor recruitment as RFG surpasses $7 billion in assets under management (AUM).

Based in Arizona and founded by Tom Taylor, CFP®, Cambium manages $340 million in client assets. The 14-member team includes five financial advisors and nine support professionals led by Mary Huntley, CFP® and Josh Szyman, CFP®. The firm serves clients locally and nationwide with a comprehensive suite of financial planning and investment offerings.

Cambium’s advisors lead with a servant-hearted philosophy, centering their work on giving back to the communities they serve. The firm actively supports local charities and community initiatives while helping clients align their financial goals with purpose. Its values of integrity, teamwork and service strongly align with RFG’s servant-heart culture.

“At Cambium, serving others is at the heart of everything we do,” said Huntley. “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.”

Beyond their shared values, Cambium partnered with RFG to streamline operations, enhance client service through advanced technology and preserve its collaborative, client-first culture. The team now has access to RFG’s fully integrated technology platform and a comprehensive suite of advisor resources.

“Cambium is redefining what it means to lead with purpose and build with intention,” said Shannon Spotswood, CEO of RFG Advisory. “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.”

The addition of Cambium Wealth Partners continues RFG’s momentum following the recent appointment of Ed Swenson as president, the firm’s relaunch of growth accelerator program StrongHer Money, its new strategic partnership with Syntax, and the onboarding of new advisory teams. RFG remains focused on helping advisors scale their businesses and deliver exceptional client experiences through independence, innovation and purpose.

Advisors who are interested in learning more about partnering with RFG to build their business should visit rfgadvisory.com.

About RFG Advisory

RFG Advisory is an award-winning platform dedicated to helping independent advisors build their business without compromise. An innovator in the wealth management industry, RFG equips advisors with the infrastructure, support, and community to thrive while building enterprise value. Every element of the platform is designed to create time and space for what matters most to advisors: serving clients and growing their business. From transition support that averages 39 days or less to integrated marketing, talent and client service resources, streamlined back-office operations, institutional-grade investment management, and modern technology infrastructure, RFG delivers the tools and partnership advisors need to grow efficiently and intentionally. At the heart of RFG is a community of entrepreneurs who share a commitment to excellence, collaboration, and innovation. With access to flexible capital solutions and ownership opportunities, advisors have the freedom to align their business strategy with their long-term vision and build something bigger than themselves. To learn more, visit: rfgadvisory.com. For more information on RFG Advisory's awards, please visit rfgadvisory.com/awards.

Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

Syntax, LLC., is a financial data and technology company that provides direct indexing strategies and rules-based equity models to RFG. Syntax, LLC., Private Client Services and RFG Advisory are unaffiliated entities.

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