When you work hard to accumulate wealth, you need an advisor who takes time to know you...who understands your situation and your goals...someone who will custom-tailor their service to you rather than trying to fit you into their models...someone who will provide clarity about your financial picture and what strategies will help you reach your goals...someone who you can rely on because you know their advice is objective and based on time-proven strategies...someone who will help simplify your life so you can focus on the activities you enjoy...You need Cambridge Advisors.
In an era when many advisors seem intent on trying to create one-size-fits-all solutions, we have kept our focus on providing a highly personal, customized service. We spend time with you – the kind of time that other financial consultants can't give to individual clients. We take the time to learn about you, your family, your values, your present finances, and your future plans and understand that every client is unique.
We appreciate the trust our clients place in us and know they are depending on us to help them reach their goals. We take this responsibility seriously and value the long-lasting relationships we build. Because of our client focused approach, we limit the number of client relationships each advisor serves in order to provide their accounts the time and attention needed and to be available to our clients for meetings and phone calls.
We recognize you have many choices when selecting a financial advisor. It can be difficult to determine how each is different and which one is best for you. We offer a complimentary discovery meeting to introduce you to Cambridge Advisors and our services to determine if Cambridge Advisors would be a good fit for you.