Our fiduciary financial planners specialize in the needs of four types of clients. Select the one below which best describes you.
Take your finances to the next level.
You've made some good financial decisions in your life. Let's take a good thing and make it better. Working with a fiduciary financial planner at CameronDowning is a lot like working with a personal trainer. It requires commitment, dedication, and discipline.
Advice-based financial planning.
You wouldn't hire a personal trainer to sell you weights. Why hire a financial advisor to sell you products? We believe financial planning should be advice-driven and customized to your specific needs. We'll keep you accountable and motivated for what's ahead. By the same token, your investments should be aligned with your financial plan.
Why we do it.
Our mission is to help people become the best version of themselves through financial planning and investment management. We do this by building up -- our clients so that they meet their financial and life goals, our employees so that we achieve personal & professional objectives, and our community since we have a responsibility to serve our neighbors in need.