A complete list of active advisors currently associated with Cambridge Financial Services
Warmer can help you find a great advisor at Cambridge Financial Services or one who fits your needs even better.
Cambridge Financial Services, LLC is a solo independent registered investment adviser that provides personalized wealth management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. Services described in the brochure include investment management, retirement and estate planning, education funding, cash‑flow and insurance needs analysis, with advisory compensation charged as a percentage of assets under management. The firm manages client accounts on a discretionary basis through Schwab Advisory Services and uses Morningstar Adviser Workstation for analysis and portfolio construction, typically employing mutual funds, ETFs and select individual securities with a low‑turnover, buy‑and‑hold orientation. Clients receive continuous online access to custodial accounts and quarterly reports; the firm generally implements customized portfolios with a $50,000 minimum and periodic client contact to review objectives. Noteworthy for a small, solo independent adviser, the principal’s background includes prior registrations as a registered representative with Commonwealth Equity Securities and service as an Investment Adviser Representative with Cetera Advisers LLC, and he currently maintains securities and life insurance licenses. The brochure also discloses that he spends about 20% of his time on insurance‑related business and that the firm provides expanded financial consultation and ongoing client outreach—elements that reflect broker‑dealer experience and additional educational or insurance activities uncommon among similarly sized peers.
To learn more about the advisors currently working at Cambridge Financial Services, 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.
Name |
Location |
Years of experience |
|---|---|---|
Pelham, NH
| 34
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")