Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Robin B

Series 65

Salida, CO

Cambridge Financial Advisors, LLC

Robin Bess is a financial advisor at Cambridge Financial Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Cambridge Financial Advisors since 2007. Cambridge Financial Advisors is a fee-only firm serving individuals, trusts, estates, and charitable organizations. The firm employs a passive, buy-and-hold investment approach using low-cost mutual funds and ETFs, offering tailored financial planning and advisory services on a fixed-fee basis.

General retirement planning Retirement income strategy Tax-loss harvesting Wealth management Cash flow / budgeting
user avatar
firm logo

Peter G

Series 65

Salida, CO

Cambridge Financial Advisors, LLC

Peter Gabriel is a financial advisor with Cambridge Financial Advisors, LLC in Salida, CO, holding a Series 65 credential and 12 years of industry experience. He is also the sole proprietor of HB Industrial Consulting, LLC, where he consults on operational improvements for factories in the US and internationally. Additionally, Gabriel serves as the unpaid secretary and treasurer on the board of the Arkansas Valley Christian Mission. Cambridge Financial Advisors is a fee-only firm serving individuals, trusts, estates, and charitable organizations with a focus on comprehensive and limited-scope financial planning. The firm employs a passive, buy-and-hold investment approach using low-cost mutual funds and ETFs, providing tailored recommendations generally executed on a non-discretionary basis.

General retirement planning Retirement income strategy Tax-loss harvesting Wealth management Cash flow / budgeting
user avatar
firm logo

Joel F

ChFC®, Series 65

Lexington, KY

Cambridge Financial Advisors, LLC

Joel Fay is a financial advisor at Cambridge Financial Advisors, LLC with five years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to entering financial advising, Fay worked in roles at Campari Americas and General Electric, including in renewable energy and lighting divisions. He volunteers as an endowment sub-committee member for Christ Church Cathedral Episcopal Church, assisting with investment oversight. Cambridge Financial Advisors is a fee-only firm serving individuals, trusts, estates, and charitable organizations with tailored financial planning and investment advisory services. The firm follows a passive, buy-and-hold investment approach, focusing on low-cost mutual funds and ETFs, and structures fees through fixed annual or project rates rather than asset-based charges.

General retirement planning Retirement income strategy Tax-loss harvesting Wealth management Cash flow / budgeting
user avatar
firm logo

Matthew S

Series 65

Salida, CO

Cambridge Financial Advisors, LLC

Matthew Snow is a financial advisor at Cambridge Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Grace First LLC and The Inn Buena Vista. Outside of his advisory role, he serves as Treasurer for All Saints Anglican Church, where he manages financial records and participates as a board member. Cambridge Financial Advisors is a fee-only firm that provides comprehensive financial planning and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows a passive, buy-and-hold investment approach with recommendations focused on low-cost mutual funds and ETFs, delivering advice on a generally non-discretionary basis.

General retirement planning Retirement income strategy Tax-loss harvesting Wealth management Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)