Why Choose Us?

We recognize you have many choices when selecting a financial advisor.  It can be difficult to determine how each is different and which one is best for you.  We appreciate the trust our clients place in us and know they are depending on us to help them reach their goals.  We take this responsibility seriously and value the long-lasting relationships we build.   Some of the benefits of working with Cambridge Advisors that clients value include the following:

♦ an independent firm responsive to your needs and requests

♦ an investment team of highly qualified individuals providing objective advice with minimal conflicts of interest

♦ professional management of stocks, bonds, mutual funds and exchange-traded funds

♦ a custom-tailored investment portfolio to meet your specific needs and objectives

♦ face-to-face meetings with the portfolio manager directly responsible for making the investment decisions in your account

♦ time-tested investment management strategies

♦ fee-only investment management services

♦ a high level of personalized service

♦ flexibility

♦ extensive reporting capabilities

If our client-focused approach is appealing to you, we invite you to come into our office, meet our advisors, and see if we are right for you. 

ATTENTIVE      ♦      TRUSTED      ♦      ACCESSIBLE