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), 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