Cambridge Connection is a comprehensive, fee-only personal financial planning firm. Our services include tax preparation and planning, financial planning, goal setting, estate planning, insurance review, and investment counseling. Since 1972, Cambridge Connection has grown to become a leading fee-only financial advisory firm specializing in real people.

Do you need a financial advisor? Take a quick 10-question quiz.

Want to know more about us? Please take a moment to listen to our founder, Bert Whitehead describe our services.


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Cambridge Connection, Inc., a Michigan Corporation, is listed with the United States Securities and Exchange Commission as a Registered Investment Advisor, and so is licensed to work with clients in all 50 states as well as US territories and possessions.



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