Cambridge Southern Financial Advisors is a wealth
management firm that helps a select group of financially
successful people make smart money decisions so
they can lead lives of significance. By using a
disciplined meeting process that answers our clients’
unique needs in investment consulting and the advanced
planning areas of wealth enhancement, wealth transfer,
wealth protection and charitable gifting, we create
lifelong consultative relationships.
In 1996, Robert Hockett, CFP® founded Cambridge
Southern to help extended family members manage
their personal and financial transitions after they
sold a large family business. In 1999, Rob expanded
the firm’s wealth management services to meet
the needs of a select group of non-family members.
Today, our wealth managers in Atlanta and Salt Lake
City work with an exclusive group of clients around
the country for whom we can have a tremendous impact.
As fee-only wealth managers we operate under a stringent
code of ethics, strictly focus on our affluent clients’
needs and never receive commissions for our advice.
We invite you to contact us to explore whether or
not we should work together. If we are not the right
firm for you, we would be more than happy to refer
you to a firm that is more appropriate.
|
|
Atlanta Magazine
names Robert Hockett and Barry Kaplan to exclusive list
of “Five Star Wealth Managers” in 2008, 2009
and 2010
|
