Cambridge Southern Financial Advisors is a comprehensive
fee-only financial planning and business coaching
firm headquartered in Atlanta, Georgia. We guide
our clients in clarifying and achieving individual,
family, and business goals that are consistent with
their personal and family values.
Our team helps individuals, families, business owners,
and real estate investors accumulate, preserve,
enjoy, and distribute their wealth. In 2004, 2005,
2006 and 2007, Cambridge Southern
Financial Advisors was recognized as one
of Atlanta’s top 10 fee-only investment management
firms (Atlanta Business Chronicle “Book
of Lists”).
We invite you to explore our web site to learn more
about how our services and approach can help you
make an important commitment to your future.
Since every situation is unique, we invite you to
contact us to request a printed information package
and schedule a preliminary face-to-face meeting.
During this hour-long meeting, we will introduce
our advisors, discuss your specific needs and goals,
and provide a fee quote for services. This complimentary
meeting provides both you and us the opportunity
to gather information and determine if there is
a “fit” between your personal, family,
and business needs and the services we provide.
Until we meet, enjoy our web site and welcome to
Cambridge Southern Financial Advisors.
Cambridge Southern opens two new offices to serve
its expanding clientele. Click
here to read the News Release.
Barry Kaplan, CFP® EA featured in Bloomberg.com
article on Disability Income Insurance. Click
here to read the article.
Robert Hockett, CFP® serves as Financial Columnist
for The Complete Lawyer magazine. Click
here to read his most recent article or click
here to read his article on "Goal Setting
Vertigo".
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Fall 2008 : : :
Atlanta Magazine
names Robert Hockett and Barry Kaplan to exclusive list
of “Five Star Wealth Managers”
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