Cambridge Financial Advisors, LLC

Robin Bess is a financial advisor at Cambridge Financial Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Cambridge Financial Advisors since 2015. Cambridge Financial Advisors is a fee-only firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a passive, buy-and-hold investment approach with low-cost, passively managed funds and provides financial planning and consultation on a fixed-fee basis without accepting commissions.

Peter Gabriel is a financial advisor at Cambridge Financial Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Cambridge Financial Advisors since 2015. Outside of his advisory role, he serves as an unpaid volunteer and board secretary and treasurer for the Arkansas Valley Christian Mission in Buena Vista, CO, where he manages financial records and supports the organization’s operations. He is also the sole proprietor of HB Industrial Consulting, LLC, providing operational consulting to factory management teams in the U.S. and internationally. Cambridge Financial Advisors is a fee-only firm offering 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 using low-cost mutual funds and ETFs, and it operates on fixed annual and project-based fees rather than percentage-of-assets billing.

Joel Fay is a financial advisor at Cambridge Financial Advisors, LLC with the ChFC® designation and four years of industry experience. Prior to his current role, he worked at Campari Americas and General Electric in various capacities. He serves as a volunteer member of the endowment sub-committee at Christ Church Cathedral Episcopal Church, advising on investment performance for the church’s endowment. 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 emphasizes a passive, buy-and-hold investment approach with periodic rebalancing, typically recommending low-cost, passively managed mutual funds and ETFs.

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.