CAMBRIDGE FINANCIAL GROUP, LLC
SEC RegisteredWealth Planning Rooted in Care.
About the firm
Cambridge Financial Group is a fiduciary, comprehensive financial planning firm guided by a culture of care for clients, team, and self. Using a deeply life-centered process, the firm works to ensure clients' money serves their lives and values. The firm serves clients locally in Tucson as well as virtually from across the country.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive, fiduciary financial planning including tax strategy and savings, debt reduction plans, integrative investment plans, stock option planning, investments, goal setting, and cash flow management, using a life-centered planning process.
Who they serve
Those seeking a long-term relationship with an advisor, including clients in Tucson and those joining virtually from across the country.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 127 | $61M |
| High Net Worth Individuals | 166 | $585M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of April 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAMBRIDGE FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.