Specialties
Cambridge Southern Financial Advisors is a wealth management firm that helps a select group of financially successful people make smart money decisions so they can lead lives of significance. By using a disciplined meeting process that answers our clients unique needs in investment consulting and the advanced planning areas of wealth enhancement, wealth transfer, wealth protection and charitable gifting, we create lifelong consultative relationships. In 1996, Robert Hockett, CFP founded Cambridge Southern to help extended family members manage their personal and financial transitions after they sold a large family business. In 1999, Rob expanded the firms wealth management services to meet the needs of a select group of non-family members. Today, our wealth managers in Atlanta and Salt Lake City work with an exclusive group of clients around the country for whom we can have a tremendous impact.