Principals

Cambridge Financial Services, LLC was formed in 1985 as a management consulting firm specializing in financial matters of commercial enterprises.

Our consultants’ individual expertise as bankers, chief financial officers and entrepreneurs are blended together to provide clients with the highest quality financial advice.

Smaller businesses may not warrant the employ of a full-time financial officer. As a consequence, senior management may wind up doing double-duty in handling the firm’s financial concerns, taking valuable time away from other areas. Larger businesses may have financial personnel on hand, but require expertise on a project specific basis. In addition, unfamiliarity with the “modus operandi” of financiers and financial institutions can cause frustration and wasted time when trying to obtain financing, resolve disputes or settle debts.

This is where Cambridge Financial has been making a positive impact. We provide not only the resource of financial expertise, but also a network of “back-office” professional contacts that can supply the support necessary to take advantage of opportunities. The majority of our business is performed on a fee for service basis; however, engagements are flexible.

Almost all of our engagements are by referral, and we will review a potential new client situation free-of-charge to determine the objectives and if they can reasonably be attained with our assistance. In fact, many other professionals (e.g., lawyers, accountants, brokers) consider Cambridge Financial Services, LLC a strong addition to their network of professional services to assist their clients.

A Cambridge Financial Services, LLC client is assured of professional handling of all its financial concerns through the decades of experience our consultants have in the financial and management disciplines.