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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.

401(k) allocation advice

Proactive economic guidance translated directly into your investment options to keep one of your largest investment assets optimally invested at all times.

OUR MISSION

The mission of Cairn Financial Group is to empower wealth success for our clients by facilitating effective, comprehensive wealth management – defined by individualized planning advice, proactive investment management, and appropriate coordination with third-party relationships when necessary.

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