Your Personal CFO

From investment advising to hands-on, comprehensive financial management, Cairn Financial Group is here to help you achieve wealth success. 

 

Financial Planning

Comprehensive, hands-on financial management for savings investments, insurances, debt, taxes, and estate planning.

investment

Management

Responsible investing optimized by Behavioral Financial principles to create your ideal portfolio.

RISK

Protection

Understanding the inherent risks in your life and when to leverage the appropriate insurances to mitigate their financial impact.

OUR MISSION

The mission of Cairn Financial Group is to foster financial confidence in our clients’ lives by facilitating effective, comprehensive wealth management – defined by individualized planning advice, proactive asset-management, and appropriate coordination with third-party relationships when necessary.