A complete list of active advisors currently associated with Cambridge Advisors Inc

Warmer can help you find a great advisor at Cambridge Advisors Inc or one who fits your needs even better.

Cambridge Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), retirement plans, and not-for-profit organizations. The firm delivers ongoing discretionary portfolio management, stand‑alone financial planning, and retirement-plan consulting and participant education tailored to each client’s circumstances. Portfolios are custom-constructed from individual equities, mutual funds, ETFs, fixed income and, when appropriate, structured, private and pooled digital‑asset products; the equity process emphasizes a Growth‑at‑a‑Reasonable‑Price approach with internal performance targets and formal review triggers (a 20% price decline after purchase prompts reassessment). Fixed‑income allocations generally favor investment‑grade bonds held to maturity in a ladder, and the firm adjusts allocations based on market outlook and client constraints rather than relying on external “buy lists.” What distinguishes the firm is its long tenure and employee‑owned structure combined with a compact advisory team managing roughly $693 million in client assets, and its explicit retirement-plan fiduciary services (including ERISA 3(38) discretionary management, model portfolios, and participant‑level advice). The brochure also notes use of third‑party administrative platforms for reporting and billing and a policy to provide a written financial plan at no additional charge upon client request, as well as the firm’s willingness to advise on private assets and certain digital‑asset products—features less common among similarly sized teams.

To learn more about the advisors currently working at Cambridge Advisors Inc, 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.