In 1995, Bert Whitehead made the presentation "Marketing Fee-Only to Middle America" to the National Association of Personal Financial Advisors (NAPFA). He described his practice model and was subsequently deluged by requests from advisors wanting to know how to replicate his success. Cambridge Advisors, LLC was formed as a result. Wanting to assure the organization's longevity and to better express the collaborative efforts of its members and the evolution of the ACA System™, the original company was replaced in 2002 by a 501©(6) not-for-profit corporation.
Over the years, hundreds of advisors have been trained in the ACA System™. Some joined just for that training, but many more have chosen to build a thriving supportive community that respects the individuality of each practice. This unique blend of commonality and diversity has created an environment where innovative solutions to client issues and practice management challenges are nurtured and realized.
As our organization continues to grow, we encourage financial advisors who share our values and passion to join us in our alliance. To learn more about ACA membership visit the Benefits of Membership page.