At Cambridge Advisors we share your concerns about privacy.

We collect information to understand your personal situation and financial goals so that we can provide high-quality, individualized service. We do not sell your personal information to anyone. We protect the security and confidentiality of the personal information you provide to us.

Our relationship with you is our most important asset. We understand that you have entrusted us with your private financial information, and we do everything we can to maintain that trust.

Details of our approach to privacy and how your personal information is collected and used are set forth below in the Cambridge Advisors Privacy Policy.

If you have any questions or concerns, please contact us at (402) 697-1166.

Cambridge Advisors Privacy Policy

The Cambridge Advisors Privacy Policy applies to consumers who are current or former Cambridge Advisors clients. Throughout the policy, we refer to information that personally identifies you or your accounts as "personal information."

1. We do not sell your personal information to anyone.
2. We do not disclose personal information to third parties, unless one of the following limited exceptions applies:
   • We disclose personal information to companies that help us process or service your transactions or account(s), including companies that print and mail account statements such as Schwab, Fidelity, Orion, or your trust company.
   • We disclose to attorneys and CPA's information for assisting in tax and estate planning purposes when requested by you.
   • We may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted under law. For example, we may need to disclose personal information to cooperate with regulators or law enforcement authorities.
   • Outside of these exceptions, we will not share your personal information with third parties unless you have specifically requested us to do so, that is, opted in.
3. We do collect personal information in the normal course of business in order to manage your investment accounts or prepare comprehensive financial plans.
   • Application and registration information. We collect information that you provide to us when you develop a relationship for one of our services.
   • Transaction information. Once you have an account with us, to administer your account and better serve you, we collect and maintain personal information about your transactions, including balances, positions, and history, and may include your name and other data in an internal client list.
   • Website usage. We collect some information on our website through use of "cookies." For example, we may identify the pages on our website that your browser requests or visits. This information is only personally identifiable if you have chosen to identify yourself.
   • Financial plan information. When developing a comprehensive financial plan we collect data about your personal financial situation.
4. We use your personal information to fulfill our regulatory obligations and to help us deliver the best possible service to you.
5. We protect the confidentiality and security of your personal information:
   • Companies we hire to provide support services are not allowed to use your personal information for their own purposes and are professionally and contractually obligated to maintain strict confidentiality. We limit their use of your personal information to the performance of the specific service we have requested.
   • We restrict access to personal information to our employees and agents for business purposes only. All employees are trained and required to safeguard such information.
   • We maintain physical, electronic, and procedural safeguards to protect your personal information.
6. We continue to evaluate our efforts to protect personal information and make every effort to keep your personal information accurate and up to date. If you identify any inaccuracy in your personal information, or you need to make a change to that information, please contact us so that we may promptly update our records.
7. We will provide notice of changes in our information-sharing practices. If, at any time in the future, it is necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advance notice of the proposed change so that you will have the opportunity to opt out of such disclosure. Outside of these exceptions, we will not share your personal information with third parties unless you have specifically requested us to do so, that is, opted in.

We offer a complimentary discovery meeting to introduce you to Cambridge Advisors and our services and see if they are right for you. Please complete the form below.

When you work hard to accumulate wealth, you need an advisor who takes time to know you...who understands your situation and your goals...someone who will custom-tailor their service to you rather than trying to fit you into their models...someone who will provide clarity about your financial picture and what strategies will help you reach your goals...someone who you can rely on because you know their advice is objective and based on time-proven strategies...someone who will help simplify your life so you can focus on the activities you enjoy...You need Cambridge Advisors.

Our team of highly-educated investment professionals is dedicated to helping clients build and preserve their wealth. We do this through goals based financial planning and risk tailored investment management. As a fiduciary, we begin all of our relationships by going through Cambridge Advisors' Personalized A.I.M. System. Our comprehensive process looks at each client's unique situation and develops a customized solution to help the client achieve their specific financial goals that is flexible and can be adjusted as circumstances change.

In an era when many advisors seem intent on trying to create one-size-fits-all solutions, we have kept our focus on providing a highly personal, customized service. We spend time with you – the kind of time that other financial consultants can't give to individual clients. We take the time to learn about you, your family, your values, your present finances, and your future plans and understand that every client is unique.

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. Because of our client focused approach, we limit the number of client relationships each advisor serves in order to provide their accounts the time and attention needed and to be available to our clients for meetings and phone calls.

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 offer a complimentary discovery meeting to introduce you to Cambridge Advisors and our services to determine if Cambridge Advisors would be a good fit for you.