Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
197 clients
Average Client Portfolio
Not specified

Fee Structure

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Location

339 E Highway 50, Suite 104, Salida, CO, 81201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew serves as the treasurer for All Saints Anglican Church since January 2023, recording income, expenses, and donations, and preparing financial documents. He dedicates a few hours per week to this activity, which is not investment-related.

Employment History
Current Registrations
Cambridge Financial Advisors, LLC
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.