Broker Check

Cambridge Financial Advisers

801-424-0020
[email protected]

Cambridge Financial Advisers is a full-service business consulting and strategic planning organization. Our network of professionals includes account managers, registered representatives of HTK, attorneys, actuaries and a full-service broker/dealer.


Our organization specializes in Portfolio Management, Retirement Planning, Retirement Distribution Modeling, Estate Planning, and Business Succession Strategies to assist individuals and businesses in achieving their lifetime objectives. We help clients to understand and manage risk, maximize benefit programs, minimize taxes and enhance net worth.

Statement of Philosophy

We acknowledge the complicated and changing world we live in. This is particularly true when dealing with the complex decisions surrounding the use of your financial resources.

Statement of Purpose

Cambridge Financial Advisers is dedicated to assisting clients through comprehensive and careful analysis to provide clear solutions in the complex and ever-changing financial environment.

Cambridge Financial Advisers is dedicated to the highest ethical standards and providing comprehensive financial services to our clients. We help our clients attain their goals of financial security and independence by focusing on building long-term relationships founded on mutual trust and respect.

Cambridge Financial Advisers are a group of highly motivated individuals who market a wide- range of investment and insurance products specifically for small business owners, professionals, affluent individuals, and families in need of financial planning* assistance. Our associates include specialists in Estate Planning, Business Planning, Pension and 401(k) Plans, along with Investment Planning*. Our in-house staff provides expert service and support.

Cambridge Financial Center is an agency of The Penn Mutual Life Insurance Company. Penn Mutual provides life insurance, annuity and investment products to individuals through a national network of professional agents and financial specialists. Founded in 1847, Penn Mutual has headquarters in the Philadelphia area and is one of the nation's oldest mutual life insurers. 

Registered Reps are representatives of, and Securities and Investments Advisory services are offered through with Hornor, Townsend & Kent, Inc. (HTK). Registered Investment Advisor, Member FINRA/SIPC.  Cambridge Financial Advisers in not affiliated with Hornor, Townsend & Kent, Inc.