Advisor at Cambridge Advisors, LLC
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Firm
Cambridge Advisors, LLC
Location
Williamsville, NY 14221-5806
Credentials
CFP®, Series 66
Industry experience
4 years
Scott Mccarthy is a financial advisor at Cambridge Advisors, LLC with 4 years of industry experience. He holds the CFP® designation and Series 66 license. In addition to his advisory role, he is employed as a tax advisor and Senior Consultant at Cambridge Consulting, Inc. and serves as trustee and manager for multiple family and client trusts and investment entities. Cambridge Advisors is a single-advisor, fee-based firm serving individuals, businesses, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and access to model portfolios and third-party managers, utilizing Investment Policy Statements and diversified asset allocations implemented through no-load or load-waived funds, ETFs, and separately managed strategies.
Based on Cambridge Advisors, LLC
Based on Cambridge Advisors, LLC
$0 - $500,000: 1.20% $500,001 - $999,999: 0.90% $1,000,000 - $1,999,999: 0.70% $2,000,000+: 0.50%
Account minimum: $250,000 Minimum fee: $625.00 minimum quarterly investment management fee Fee-only: Financial planning services provided at no additional charge for clients meeting account minimums
6225 Sheridan Drive Suite 102
Williamsville, NY 14221-5806
New York · Texas
Cambridge Consulting, Inc.
2014 - Present (12 years)
Cambridge Advisors, LLC
2011 - Present (15 years)
Cambridge Advisors, LLC
2011 - Present (15 years)
Cadaret, Grant & Co., Inc.
2008 - Present (18 years)
Waterford Advisors
2006 - Present (20 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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EUDAIMONIA Wealth
Welcome! I’m Brett, and I’m glad you’re here. I’m a proud born and raised Buffalonian passionate about helping others make the most of their money and their lives as they navigate the transition into retirement. In 2019, I founded Eudaimonia Wealth; a fee-only financial planning firm in Buffalo, NY dedicated to helping local families retire on their terms by providing independent, objective advice. At Eudaimonia Wealth, we realize we can’t be all things to all people and don’t pretend to be. We specialize in helping people who are at or near retirement and need help putting the pieces together. We partner with families to help them generate income from their savings, optimize their investments, and create a tax-efficient distribution plan that supports their needs. Eudaimonia (pronounced you-day-mo-nia) is a term from Greek philosophy used to describe an ultimate state that could be achieved by living a life of meaning, purpose, and fulfillment. It was considered to be a state of “peak performance in the art of living,” and represents to the core what I believe real financial planning is all about.
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