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Overview
Cambridge Financial Advisors is a comprehensive, fee-only personal financial planning firm. Our services include Tax Planning and Preparation, Financial Planning, Cash Flow Management, Estate Planning, Investment Counseling, and Wealth Management.
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Disclaimer
Cambridge Financial Advisors, LLC, an Ohio Limited Liability Corporation, is listed with the State of Ohio as a Registered Investment Advisor. Cambridge Financial Advisors, LLC is registered with the state of Colorado for service of process. When the number of clients in a state exceeds five clients, Cambridge Financial Advisors, LLC will also register for service of process in that state. Cambridge Financial Advisors, LLC delivers individualized responses to a person in a particular state only after complying with that state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.
The firm will not solicit or accept business in any state in which it is not properly registered or otherwise qualified to conduct business by virtue of a state "de minimus" exemption. This website does not provide investment advice, nor does it constitute an offer to provide investment advice, to any individual or any other entity in any state or other jurisdiction.
Before a financial planning engagement can be offered, a copy of Form ADV, Part II, must be delivered to the client; alternately, a "brochure" containing the same material information can be provided. You may request a copy of our Form ADV Disclosure Statement (which contains the same material as our Form ADV Part II) by clicking on the Contact Us link above.
Cambridge Financial Advisors, LLC does not make investment recommendations until a comprehensive review of each client's situation has been completed. This typically includes an assessment of goals and objectives, risk tolerance, knowledge of investments, and the amount of time until retirement. There are no performance guarantees expressed or implied and past performance of a security does not guarantee similar success in the future.
The material in this website is based on information that is generally available in the public marketplace and is believed to be reliable. However, it is not guaranteed as to its accuracy and does not constitute the basis for sound investment decisions. The information is of a general nature and should not be applied indiscriminately to situations wherein it may not be completely applicable.