Bert Whitehead (JD, MBA)

Bert Whitehead focuses in the
following client markets or areas of practice:

Entrepreneurs

Medical Professionals

Middle Income Client Needs

Real Estate Investments

Tax Planning

Planning Specialties

Successful financial planning requires a holistic approach that integrates your current scenario, your future goals, and your personal financial tendencies and beliefs. We believe that financial planning is a process, not an event, and therefore take into consideration all facets of your finances and customize each plan for your personal needs. We mentor you on your path to financial independence, and promise to be by your side every step of the way.

Whether you are considering becoming a full retainer client or are just looking for an overview of your financial situation, the Cambridge Financial Review, or CFR, is an excellent starting point.

Our CFR is a single three-hour appointment where we address your three most critical financial questions. You will leave the appointment with a written list of recommendations and specific options. You are then free to implement them yourself or through another financial advisor. There is no further obligation on your part or Cambridge Connection’s part.

Additional Information

In 1972, armed with an MBA in Finance, a Juris Doctor, and the philosophy that financial planning isn’t an event, but a life-long process, Bert Whitehead set forth to become a pioneer in the Fee-Only Financial Planning Industry. Bert has labored to perfect his ideal through the creation of his company Cambridge Connection, Inc. His practice grew through referrals, spurred by his refusal to take on any client unless he could save them more money than he charged them; a position he stands by to this day.

For nearly 40 years, Cambridge Connection has provided comprehensive, fee-only financial advising to people in every stage of the financial life cycle. Along with two fellow advisors and a staff of paraplanners, Bert offers services such as goal setting, tax planning & preparation, insurance review, asset allocation, estate planning, portfolio management, investment counseling, and wealth management. With offices in Michigan, Arizona, Florida, and California, plus the ability to meet virtually with clients around the world, Cambridge Connection has grown to become a leading fee-only firm catering to diverse clientele.

In 1983 fee-only financial planning practitioners coalesced into an organization, the National Association of Personal Financial Advisors (NAPFA), with Bert as one of the pioneer members. In 1995 Bert again utilized his decades of experience to form another new organization, now known as the Alliance of Cambridge Advisors (ACA), which has grown to become a notable force in the financial industry with hundreds of advisors having been trained in the Cambridge System?