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Cambridge Retirement Partners

EST. AUM
$237,029,977

CONTACTS
1

CLIENT ACCOUNTS
51

Firm Details

Metro area Atlanta
CRD Number 148889
Website cambridgeretirementpartners.org
Client types

Overview

Cambridge Retirement Partners, LLC, previously operating as Cambridge Wealth Advisors, delivers customized retirement plan advisory services from its base (likely in Georgia). With about $211 million in AUM (as of January 2025), the firm caters to a small portfolio of institutional clients—mostly pension and profit-sharing plans. As a boutique RIA led by experienced professionals, it emphasizes high-touch fiduciary support, investment oversight, and plan management grounded in deep retirement expertise and independence.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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