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Our Difference

Just as our clients are each unique, Cambridge Advisors is unique from other financial advisors.  First, Cambridge Advisors is an independent, fee-only firm so we are able to provide objective advice that is not influenced by commissions, revenue-sharing arrangements, products or affiliations.  Second, we limit the number of clients we serve so that our advisors build a relationship with each client enabling them to be proactive to the client's needs.  Third, our portfolio managers are dedicated to higher learning and have earned highly-sought-after professional designations including Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Market Technician (CMT), Certified Public Accountant (CPA), and advanced degrees including MBA.  Our professionals work as a team, sharing their knowledge, diverse experience and expertise to benefit all clients of the firm.

 

ATTENTIVE      ♦      TRUSTED      ♦      ACCESSIBLE