CAMBRIDGE FINANCIAL ADVISORS, LLC

Overview

Cambridge Financial Advisors, LLC is an independent Registered Investment Adviser that provides financial planning and portfolio management primarily for individual and family clients and small businesses. The firm operates on a fixed‑fee model and, based on available reporting, manages client relationships on a largely non‑discretionary basis—advising on investments while clients retain trading authority. Cambridge is not positioned as a capital allocator; its model relies on selecting and recommending external managers and pooled vehicles rather than running proprietary funds. Investment activity centers on conventional portfolio construction for private clients with added access to third‑party alternatives. The firm does not present itself as an active ESG investor and is set up to deliver tailored planning and ongoing advice rather than running institutional or pension consulting mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices