About Us

Our Past

In a 1995 speech to the National Association of Personal Financial Advisors (NAPFA), Bert Whitehead detailed his system for making fee-only planning available to the middle income market. Later that year, in response to a flood of requests from advisors wanting to know how to replicate his success, Whitehead and six other financial advisors formed Cambridge Advisors, LLC. Over the next six years, they trained and licensed more than 100 financial advisors in the Cambridge System™ .

To ensure the continuity of their work, in April 2002, 70 Cambridge licensees (Whitehead and many founding members included) chose to transition the organization to a non-profit, advisor-governed corporation.

Our Present

Now known as the Alliance of Cambridge Advisors (ACA) and with more than 120 advisors in more than 25 states, the organization continues its work of training and supporting financial advisors within a peer community that is unrivaled in its cohesiveness and in its focus on helping members create ideal practices which model successful financial behaviors for consumers.

Governed by a Board of Directors elected from the membership, every member volunteers time and expertise in pursuit of the organization's goals which include:

• Promoting the Cambridge System™ to the public and the profession
• Building an outstanding learning community
• Providing tools and support that allow members to develop ideal practices
• Recruiting new members who share our values and goals

Our Future

As pioneers in holistic financial planning and with our continuing emphasis on the highest ethical standards, ACA is uniquely positioned to assume a leadership position in an industry plagued by scandal and conflicts of interest.

We invite you to learn more by reading about Our Core Concepts.