Buffalo, NY Office

Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management and broader financial planning services, and provides related tax and accounting support through affiliated entities. The firm manages client assets on a percentage-of-assets basis and offers ongoing portfolio management tailored to individual client needs.

The firm’s advisory work is informed by in-house tax and accounting expertise: several principals hold CPA/PFS and CFP/ChFC credentials and the disclosure shows an affiliated accounting and tax practice that is integrated into client service. Implementation can include insurance solutions handled outside the advisory engagement, and the firm discloses that licensed insurance professionals on the team may receive customary commissions for those sales.

Eaton-Cambridge’s structure and outside activities distinguish it from many peers: the brochure discloses a partner dually registered with another registered investment adviser (724 Capital), historical and current accounting firm affiliations, board-level involvement in private companies, and advisor-produced media content such as a YouTube channel. With roughly $480 million in assets under management and a four-advisor team, the firm combines multi-disciplinary credentials and non-advisory business activities as part of its client service model.