Cambridge Southern Financial Advisors Named Among Top Wealth Counseling Firms by Two Prominent Medical, Dental Magazines
ATLANTA, Oct. 9, 2012 /PRNewswire/ -- Cambridge Southern Financial Advisors received honors as being among the best financial advisors recently from two prominent national industry publications for doctors and dentists.
Medical Economics ranked Cambridge Southern Financial Advisors as one of the top 150 financial advisors for doctors in the country.
Dental Products Report named Cambridge Southern Financial Advisors as one of the top financial advisors for dentists in the country.
"Our Fee-Only structure and our dedication to customer service allows us to provide outstanding service to doctors and dentists at all stages of their lifecycles: from planning to grow their medical practices, to planning to support their families, to planning for a safe and secure retirement," said Robert S. Hockett, CFP, President and senior wealth manager of Cambridge Southern Financial Advisors. The company has offices in Atlanta and Salt Lake City while providing wealth management services to doctors, dentists and executives, and business owners in 15 states.
"Awards are important because people look to the media to provide unbiased, impartial advice on businesses who deliver quality service. When people ask, 'How can I find a fee-only financial planner for doctors or dentists,' chances are they are looking in magazines and search engines," he said. "Their friends and neighbors simply don't know whom to recommend any longer. But when they do make a recommendation, an online citation can cement an offline referral."
Cambridge Southern Financial Advisors has won awards from these publications:
- Medical Economics, "Best Advisors for Doctors in US," 2006-2011.
- Dental Products Report, "Best Advisors in US for Dentists," 2011, 2012.
- Atlanta Magazine, "5 Star Wealth Managers in Customer Satisfaction," 2008-2011.
- Utah Business Journal, "Best Advisors in Utah," 2011.
- Atlanta Business Chronicle, "Top 10 Fee Only Advisory Firms," 2004-2011.
Cambridge Southern provides wealth management services to senior executives, seasoned licensed professionals and successful small business owners who appreciate a long-term consultative relationship.
For information about Cambridge Southern Financial Advisors or to get a free report on "Five Key Concepts for Financial Success," go to www.CambridgeSouthern.com.
About Cambridge Southern Financial Advisors
Founded in 1996, Cambridge Southern Financial Advisors is a strategic wealth management firm that helps successful business owners, seasoned licensed professionals and senior executives make smart money decisions so they can lead lives of significance. By using a disciplined meeting process that answers our clients' needs in investment consulting and the advanced planning areas of wealth enhancement, wealth transfer, wealth preservation and charitable gifting, we create a lifelong, consultative relationship.
From offices in Atlanta and Salt Lake City, wealth managers work with a select group of affluent clients around the country for whom we can have a tremendous impact.
As fee-only wealth managers, we operate under stringent code of ethics, strictly focus on the needs of our affluent clients and never receive commissions for our work. Cambridge Southern Financial Advisors is a member of NAPFA - the National Association of Personal Financial Advisors. NAPFA is the most selective organization of fee-only, comprehensive wealth managers.
Founder and President Robert Hockett, CFP, senior wealth manager and Barry Kaplan, CFP, Chief Investment Officer, senior wealth manager, have been quoted in many financial publications including The Wall Street Journal, The New York Times, Smart Money, Forbes.com, Bloomberg.com, Kiplinger's Magazine, Kiplinger's Retirement Report, Atlanta Business Chronicle, Dow Jones Newswire, Journal of Wealth Management, Investment Advisor, Atlanta Magazine, Business Week, Crispymoney.com, and many others.
SOURCE Cambridge Southern Financial Advisors