Cambridge Advisors Inc. is a fee-only investment management firm that was established to help our clients meet their financial goals through sound investment principles. Our client centered approach means that each client will have a unique portfolio designed specifically for their needs and preferences.Out of respect for our clients we are committed to full disclosure, clear reporting, easy access to our portfolio managers, strict confidentiality, and professional education.
General Information |
| Firm Start Year: | 1923 | |
| Name of Custodial Firm: | Schwab Institutional, Ameritrade Institutional, Vanguard |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Portfolio Management, Financial Planning, Investment Advice & Management, 401K Rollovers, Money Management, Financial Planning for Individuals, Retirement Planning |
Services |
| Can meet clients in the following ways: | Your Office, Email, Phone, Your Home |
Firm Information |
| Assets Managed by Advisor: | $500000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets |
Education |
| BS | University of Nebraska at Omaha
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Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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