Salida, CO Office
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Cambridge Financial Advisors, LLC
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About
Cambridge Financial Advisors is a fee-only financial planning and investment advisory firm that serves individuals, trusts, estates, and charitable organizations, including both non‑high‑net‑worth and high‑net‑worth clients. Its written engagements range from comprehensive ongoing financial planning to project or limited‑scope agreements covering portfolio analysis, asset allocation, retirement planning, tax planning and (where included) annual tax return preparation, insurance reviews, and estate planning.
The firm’s investment approach emphasizes a passive, buy‑and‑hold philosophy with periodic rebalancing, typically making recommendations on an annual basis and favoring low‑cost, passively managed mutual funds and ETFs alongside bonds or CDs where appropriate. CFA does not engage in continuous active trading; it provides tailored recommendations based on each client’s goals, tax situation, and risk capacity and generally executes trades on a non‑discretionary basis with client authorization.
Unlike many team advisory firms, Cambridge does not charge traditional percentage‑of‑assets fees or performance‑based fees; instead, it structures compensation through fixed annual or project fees determined by factors such as income, asset complexity, and scope of services. The firm also reports no regulatory assets under management, operates on a strictly fee‑only basis without receiving commissions or third‑party payments, and structures engagements to allow crediting of project fees toward comprehensive service upgrades.
Based on Cambridge Financial Advisors, LLC
Expertise
Based on Cambridge Financial Advisors, LLC
Location
339 E Highway 50, Suite 104
Salida CO 81201
Advisors at this office
3
Advisors at this office
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.
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.
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.
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