Best-in-State · rank 16 · Camp Verde, Arizona · listed firm: Independent Financial Group
Identity & firm
- Firm — Independent Financial Group (high)
- “firm":"Independent Financial Group"” — forbes_shook
- Parent company — independent (high)
- “Independent Financial Group, LLC is a registered broker-dealer and investment adviser (RIA).” — sec_finra_regulatory
- Firm type — hybrid_ria (high)
- “Independent Financial Group, Inc. is both a broker-dealer and a registered investment adviser (RIA)” — sec_finra_regulatory
- Team name — Cambium Wealth & Legacy Strategies (high)
- “Head of Cambium Wealth and Legacy Strategies” — firm_official
- Team size — 14 (high)
- “14-member team (5 financial advisors, 9 support professionals)” — firm_official
- CRD — 4552127 (high)
- “Mary Huntley's CRD Number: 4552127” — sec_finra_regulatory
- Years experience — 20 (high)
- “20+ years in financial services; joined IFG in 2014” — firm_official
- Designations — CFP (high)
- “Certified Financial Planner (CFP®) since 2008” — firm_official
Book of business
- Team AUM ($M) — 400 (high)
- “Team Assets (Custodied)":"$400M"” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business":"$500K"” — forbes_shook
- Typical client net worth ($M) — 5.5 (medium)
- “Typical Net Worth of Relationships":"$1-10M"” — forbes_shook
- Client niche — multigenerational families, legacy and wealth transfer planning (high)
- “Cambium Wealth & Legacy Strategies” — firm_official
- Custodians — gap: not_found_after_search
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — https://www.cambiumwp.com/ (high)
- “Cambium Wealth & Legacy Strategies website” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — 14-person team with integrated advisory and support structure, Multi-office presence in Arizona (Camp Verde, Cottonwood, Flagstaff), Focused on legacy and wealth transfer planning (medium)
- “14-member team (5 financial advisors, 9 support professionals)” — firm_official
- “51 W Hollamon St, Camp Verde, AZ 86322 (with additional offices in Cottonwood and Flagstaff)” — firm_official
- Content marketing — occasional (low)
- “Featured in Financial Advisor Magazine's April issue” — professional_press
- Has podcast — no (low)
- “No podcast found in team or firm branding materials” — firm_official
- Books published — 0 (low)
- “No published books found for Mary Huntley” — firm_official
- Linkedin url — gap: paywalled
- Social presence — linkedin_active (medium)
- “Cambium Wealth and Legacy Strategies LinkedIn” — social_or_third_party_db
- Press awards — 2026 Forbes Best-In-State Wealth Advisors (Arizona), 2022 Forbes America's Top Women Wealth Advisors, 2021 Forbes Top Wealth Advisor Moms (nationally recognized), 2025 AdvisorHub 100 Women to Watch (high)
- “2026: Best-In-State Wealth Advisors list for Arizona” — professional_press
- “2025: Named to AdvisorHub's 100 Women to Watch” — professional_press
Visual brand
- Has distinct logo — no (high)
- “Cambium Wealth & Legacy Strategies operates through IFG's broker-dealer and advisory registrations” — firm_official
- Logo url — https://www.ifgsd.com/_next/static/media/logo-full-color.294133a8.png (high)
- “IFG logo” — firm_official
- Visual brand notes — Modern clean sans-serif branding with corporate blue palette, professional healthcare/corporate aesthetic (medium)
- “IFG logo with modern design elements” — firm_official
