Why Us
Families Are Our Number One Priority
Our Approach - “Family Office Model”
We are committed to providing a uniquely flexible, comprehensive and integrated approach to family and wealth advisory
What is a Family Office?
A family office is an entity that supports the financial needs of a family or group of families and acts as their chief advisor or CFO. It provides personalized services and day-to-day management of a family’s financial affairs including financial planning, investment management, technical expertise, philanthropy, financial reporting, expense management, bill paying and coordination of professional advisors and service providers
As a family’s net worth increases, so do the complexities of managing and administering its wealth. Partnering with a firm that understands these challenges becomes paramount. Camden Wealth Advisors provides our clients with a Family Office service model.
Our approach is unique in that we provide clients the same services usually reserved for the ultra-high net worth Family Offices. We apply the same philosophy, processes and services absent the required start-up, administrative and operational cost associated with the establishment of a Family Office.
The chart above shows different types of financial service entities and how they rank in client service and investment experience. The Family Office ranks high in both the client service aspect as well as the investment experience.
Source: Cultivating the Affluent: How to Segment and Service the High-Net-Worth Market by Russ Alan Prince and Karen Maru File, January 1995.
“We were founded on the Principles of Trust, Transparency, Collaboration, Mutual Alignment of Interests and Exceptional Service”
Lena Stinson, Managing Director
What Set Us Apart
An Advisory Firm that STARTS WITH YOU
Our firm is a reflection of our broad range of expertise and commitment to excellence. We value building a long-lasting relationship with each of our client families as we strive to exceed expectations. We serve you by anticipating your needs and embracing every challenge with enthusiasm, thought, and determination.
Communication
We work side by side with each client to gain a true understanding of their desires and motivations, developing intentional strategies that meet their needs.
Cost Efficiency
You gain immediate access to coordinated services, experienced staff, intellectual capital and reporting systems while avoiding layered expenses for individual providers. Benefit from economies of scale and institutional pricing when accessing specialized services.
Fiduciary
As a fee-only firm regulated by the Securities and Exchange Commission, we are fiduciary advisors. Upholding a fiduciary standard of care means it is our legal duty to place a client’s interest ahead of our own.
Intellectual Capital
A talented team of experienced, credentialed and uniquely qualified professionals. Our team has over 150 years of advanced planning and wealth management experience.
Access & Resources
Through a network of strategic partners, in addition to our highly engaged staff, we are able to offer broad expertise and global resources.
Insight
Using our extensive experience and expertise, we anticipate and navigate the opportunities and complexities of wealth. We leverage key resources and strategic alliances to further benefit our client families.
Centralization
A single point of contact to manage all your financial and family affairs. We also serve as a central hub - coordinating and collaborating with your existing professional advisors.
Family Office Expertise
You benefit from the knowledge and skills we have gained in working with ultra-high net worth families coupled with our extensive involvement in the industry.
Transparency
We offer clients a clear and transparent fee structure based upon the services selected. There are no commissions, placement fees or other economic benefits from products. Our fees are discussed and agreed upon in advance.