Join an Ensemble That Elevates Your Practice
In a profession where consolidation often drowns out individuality, too many advisors are treated like numbers in a ledger rather than performers with a voice of their own. The industry’s rhythm is shifting, and now is the moment to choose a stage where your work can truly be heard.
At Ensemble Financial Strategies, you’re more than a rep code; you join a community of independent thinkers who collaborate to elevate each other’s success.
We take time to learn your story, respect the rhythm of your practice, and support you like a well-tuned team. Backed by Cambridge Investment Research, Inc. (one of the industry’s leading independent broker-dealers), you gain the freedom to build your path with open architecture, structure, and resources tailored to your business.
Experience the Power of Collaboration & Innovation
Join Our Independent Network
Join a collaborative community of like-minded advisors. Use your own brand, cultivate
your unique service model – all while leveraging our resources and support, such as:
- OSJ Advocacy and Supervision
- Competitive Securities and Advisory Payouts
- Expert Insurance Support Through Our BGA/IMO Partners
- Dedicated or Hybrid Office Space Arrangements
- Industry-Leading, DocuSign-Driven Transition Technology
Become an Ensemble Advisor
Designed exclusively for advisors who have committed to an advice-based service model.
Become an Ensemble Advisor and receive all of the Independent Network benefits, plus:
- Turnkey branding, marketing, and lead-generation support.
- Client service model, fee framework, and advisor-led product due diligence.
- Case management support with integrated revenue-sharing opportunities.
- eMoney expertise to help you maximize your planning software.
- Advisor-led discussions on financial planning and fee-based strategies.
Take the Next Step
Schedule a Consultation
Schedule a confidential one-on-one consultation with Kevin Walsh, our OSJ Principal, to explore
how Ensemble can elevate your practice.

