A complete list of active advisors currently associated with Cambridge Financial Group, LLC

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

Cambridge Financial Group serves individuals and families, including high‑net‑worth clients, providing holistic financial planning and discretionary portfolio management alongside tax, estate, risk‑management, and retirement planning. The firm’s standard retainer explicitly includes personal tax preparation and ongoing tax services as part of the engagement, rather than limiting work to planning and investment advice alone. CFG builds portfolios around each client’s tax situation, risk tolerance, and goals, generally using no‑load mutual funds, ETFs, fixed income and cash instruments, and it may use model allocations and periodic rebalancing. The firm also offers cryptocurrency exposure for suitable clients through Bitcoin and other crypto ETFs and may delegate implementation and back‑office functions to a third‑party sub‑advisor (Asset Dedication, LLC) under a separate fee arrangement. Noteworthy distinctions include its fee‑only business model combined with integrated tax preparation and an "Edge Ahead" program aimed at early‑career professionals that structures services around income and accumulation-stage needs. The firm also maintains legacy clients under older service arrangements and uses standing letters of authorization and custodial debit arrangements for fee collection and third‑party transfers, items clients should consider when evaluating the relationship.

To learn more about the advisors currently working at Cambridge Financial Group, LLC, 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.