A complete list of active advisors currently associated with Cairn Financial Group

Warmer can help you find a great advisor at Cairn Financial Group or one who fits your needs even better.

Cairn Financial Group LLC serves individual and high‑net‑worth clients, retirement plan participants, and a private pooled vehicle. The firm provides comprehensive financial planning, discretionary and non‑discretionary investment management, selection and oversight of third‑party advisers, and private fund management. Cairn’s investment process centers on risk‑based asset allocation implemented through diversified portfolios of no‑load mutual funds, ETFs, and individual securities, with written Investment Policy Statements and periodic reviews. It offers both ongoing and project‑based planning (including facilitative support for estate‑planning software and specific 401(k) implementation add‑ons) and conducts due diligence when recommending or retaining third‑party managers. What distinguishes the firm from many peers is its role as manager and sole Class C voting member of a private real estate pooled vehicle (Cairn FG Nashville Preservation Fund I, LLC), for which it is eligible to receive performance‑based and other fund fees — a conflict the brochure discloses and limits by offering the Fund only to select clients. The firm also operates an education arm that delivers post‑secondary financial planning coursework to healthcare students, participates in client education events and third‑party conferences, and maintains additional custody safeguards (including an annual surprise custody exam) tied to its fee‑deduction and fund management activities.

To learn more about the advisors currently working at Cairn Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.