About Us

The firm was founded on basic fundamental principles of independence, transparency, ethical standards and personalization, with loyalty and commitment to our clients. It is our mission to always do what is right and strive for the highest level of standards at all times.

We built a platform that is designed to be a “one stop shop” that takes a cohesive approach to providing:


  • Comprehensive financial planning
  • Fiduciary consulting
  • Portfolio management
  • Advisory services to our corporate and individual clients


Our primarily fee based model is not dependent upon selling product but providing useful services to help our clients meet their goals and fiduciary responsibilities.

Check out the background of firms and investment professionals on FINRA's Broker Check.



Unless otherwise exempted by law, this website, our investment advisory and securities transactional services are only for residents of AZ, CA, CT, FL, IA, MN, NV, NY, OR, TX, WA, and WI. Stiles Financial Services, Inc. is a Registered Investment Adviser. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge & Stiles Financial Services, Inc. are not affiliated.