Cambridge Financial Group, LLC

Cambridge Financial Group, LLC is an SEC registered investment adviser established in September 2001, offering fee-only financial planning and investment advisory services to individuals and families. The firm does not sell insurance or investment products for commissions and acts as a fiduciary when providing investment advice. Clients authorize the firm with discretionary authority for investment management services, allowing Cambridge Financial Group to execute investment recommendations without prior approval for each trade. The firm offers various engagement options, including the Standard Retainer and EdgeAhead services, with fees ranging from $5,000 to $70,000 for the initial year of the Standard Retainer. Investment strategies may include no-load mutual funds, exchange-traded funds, U.S. government securities, and individual bonds. Clients may also have the option to invest in digital assets such as Bitcoin through ETFs. The firm manages approximately $538,870,193 in assets under discretionary management as of December 31, 2024. Clients receive periodic reviews and recommendations, and the firm does not charge performance-based fees. Cambridge Financial Group does not take action on voting client securities or provide advice on class action lawsuits involving client accounts. The firm does not have any disciplinary information to disclose and has no financial commitments impairing its ability to meet client obligations.