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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
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