CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC.

Overview

Cambridge Financial And Tax Advisors, LLC is a small, independently owned registered investment advisor organized as a limited liability company. The firm focuses on individual and family clients and provides fee-for-service financial planning and discretionary portfolio management for individuals and small businesses. Its billing mix emphasizes non–AUM fees, including hourly and fixed-fee engagements as well as other nontraditional fee arrangements. The adviser does not list ESG as an active investment priority, is not structured as a multi-state or pension consultant adviser, and is not identified as a capital allocator or related-adviser network participant.

Assets & Accounts

Investments & Alternatives