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Cambridge Advisors Inc

Updated today

Client assets under management

$355,234,930

Clients

273

36% high-net worth

Advisors

4

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

68

Typical

Average account size

$1,301,227

About

Cambridge Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), retirement plans, and not-for-profit organizations. The firm delivers ongoing discretionary portfolio management, stand‑alone financial planning, and retirement-plan consulting and participant education tailored to each client’s circumstances.

Portfolios are custom-constructed from individual equities, mutual funds, ETFs, fixed income and, when appropriate, structured, private and pooled digital‑asset products; the equity process emphasizes a Growth‑at‑a‑Reasonable‑Price approach with internal performance targets and formal review triggers (a 20% price decline after purchase prompts reassessment). Fixed‑income allocations generally favor investment‑grade bonds held to maturity in a ladder, and the firm adjusts allocations based on market outlook and client constraints rather than relying on external “buy lists.”

What distinguishes the firm is its long tenure and employee‑owned structure combined with a compact advisory team managing roughly $693 million in client assets, and its explicit retirement-plan fiduciary services (including ERISA 3(38) discretionary management, model portfolios, and participant‑level advice). The brochure also notes use of third‑party administrative platforms for reporting and billing and a policy to provide a written financial plan at no additional charge upon client request, as well as the firm’s willingness to advise on private assets and certain digital‑asset products—features less common among similarly sized teams.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management Private / alternative investments Life insurance needs analysis

Occupation focus

Retired Founder/Business Owner

Demographic focus

Approaching retirement Established Professionals

Fee options

Fixed

$2,500 for comprehensive financial plan

Percentage

1.00% annually (0.25% per quarter)

Other

Account minimum: $500,000 Fee-only: Flat fee of $2,500 for stand-alone financial planning

Main office location

Cambridge Advisors Inc

17330 Wright Street, Suite 205

Omaha NE 68130, United States

Number of offices

1

Most active in

Colorado · Iowa · Minnesota · Missouri · Nebraska · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jonathan S

Series 63, Series 65

Omaha, NE

Cambridge Advisors Inc

Jonathan Spangler is a financial advisor at Cambridge Advisors Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Woodmen Financial Services, Inc. for ten years before joining Cambridge Advisors in 2024. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with customized investment management and financial planning services. The firm manages over $600 million with a small employee-owned team and offers a range of portfolio strategies including private and digital-asset products.

Retirement income strategy Wealth management Private / alternative investments Life insurance needs analysis Retired Founder/Business Owner Approaching retirement Established Professionals
user avatar

Justin A

Series 63, Series 66

Omaha, NE

Cambridge Advisors Inc

Justin Anderson is a financial advisor at Cambridge Advisors Inc with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cambridge Advisors since 2007. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with investment management and financial planning services. The firm emphasizes diversified asset allocation and employs a fundamental, growth-at-a-reasonable-price approach for equities alongside a laddered buy-and-hold strategy for bonds.

Retirement income strategy Wealth management Private / alternative investments Life insurance needs analysis Retired Founder/Business Owner Approaching retirement Established Professionals
user avatar

Lori L

CFA®, Series 65

Omaha, NE

Cambridge Advisors Inc

Lori Liffring is a CFA® charterholder with over 32 years of experience at Cambridge Advisors Inc., where she has worked since 1994. She holds a Series 65 license and is based in Omaha, NE. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with investment management and financial planning services. The firm emphasizes customized portfolios with diversified asset allocation and follows a fundamental, growth-at-a-reasonable-price approach for equities, while also offering retirement plan services and recently expanded to include private and digital-asset products.

Retirement income strategy Wealth management Private / alternative investments Life insurance needs analysis Retired Founder/Business Owner Approaching retirement Established Professionals
user avatar

Michael B

ChFC®, Series 63, Series 65

Omaha, NE

Cambridge Advisors Inc

Michael Bridgman is a ChFC® credentialed financial advisor with 26 years of industry experience, currently serving at Cambridge Advisors Inc since 1999. He is based in Omaha, NE, and holds Series 63 and Series 65 licenses. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with customized investment management and financial planning services. The firm emphasizes diversified asset allocation and a fundamental growth-at-a-reasonable-price approach, managing over $600 million with a small, employee-owned team.

Retirement income strategy Wealth management Private / alternative investments Life insurance needs analysis Retired Founder/Business Owner Approaching retirement Established Professionals
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