Cambridge Financial Group, LLC

About

About Us — Cambridge Financial Group Wealth Planning Rooted in Care. At our core, we are guided by a simple but profound culture of Care : Care for our clients, Care for our team, and Care for ourselves. We believe that when we show up fully and authentically, we can better help you build your net worth while keeping your values intact. As fiduciary, comprehensive financial planners, we don’t just look at your portfolio in a vacuum. We use a deeply life-centered process to understand your history and your vision, ensuring your money serves your life—not the other way around. We are not insurance agents, stockbrokers, or commission-based salespeople. We don’t offer boilerplate solutions or ignore the assets we aren’t managing. Whether you are here in Tucson or joining us virtually from across the country, we offer attentive, tailored service for those seeking a long-term relationship with an advisor who truly cares about their future. WHITE PAPER: THE HOLISTIC FINANCIAL PLAN Schedule A Call OUR TEAM Penny Marchand Retired Founder Read Bio Close PENNY MARCHAND, Retired Retired Founder Penny started her career in financial planning in 1988. Penny is a member of the National Association of Personal Financial Advisors and is a founding member of the Alliance of Comprehensive Planners, a group of financial advisors dedicated to providing holistic, comprehensive financial planning. Penny served a three year term on the Board of Directors and also served as the President of the ACP B

Key Contact

Geographic Focus