Cambridge Cape Cod Advisors

We are an independent fee-only registered investment advisory firm. This allows us to recommend investment products to our clients based on their needs and not on potential commissions to be generated. In our capacity as a fiduciary, we always have your best interest at heart. Our firm is independent of large banks or brokerage firms allowing for independent advice built on education, experience, and knowledge.

A combination of independence, comprehensive service, and client focus sets us apart. As an independent Registered Investment Advisor, we provide the best advice for each client's specific situation and needs without concerning ourselves with the agenda of a parent company. We treat our clients as individuals and not numbers.

Successful investment management starts with discipline. It is the cornerstone of your financial future. We work to achieve our client's goals through appropriate growth and income, with a focus on risk and all of the competing forces that can impact a portfolio over time. Through extensive research, tactical allocation, and focused risk modeling and management, our portfolios help clients stick with their plan and achieve their long-term goals.

Financial planning encourages smart financial decision making. We take a creative and comprehensive approach to planning focused on your distinct needs rather than one-size fits all. At Cambridge Cape Cod Advisors we know that a truly effective plan is one that encompasses all aspects of your financial life and not just selective parts.

Part of living confidently in the present is knowing that your wishes will be carried out in the future. We help to create estate plans that will protect and efficiently transfer your wealth while conveying your wishes for your loved ones and your own care. After decades of hard work, many of our clients find themselves in the position of considering these all-important questions.