Broker Check

WELCOME TO
CAIRN WEALTH ADVISORS

We’ve all been there. When you’re going through any one of life’s inevitable transitions, unexpected or otherwise, it can be challenging to find your way. You look for someone to point out the path, to light the lamp along the journey towards stability and security.

At Cairn Wealth Advisors, we aim to be your guide in times of change and beyond. We will treat you like family and care about your most heartfelt dreams. We fully believe in your ability to achieve your goals, and throughout our financial planning process we will treat you with professionalism and respect.

Our advisors provide high-caliber, personalized service and with our white glove approach, we are next to you every step of the way. Together, we’ll leverage your goals with sound financial advice to help ensure you’re in the driver's seat for years to come.

We promise to work hard for you with integrity, nurturing, and a commitment to excellence.

Ready for the next step?  We can help.

Let's Get Started

CAIRN WEALTH ADVISORS: WHY CAIRN?

The cairn, traditionally a loose formation of stacked rocks, symbolizes what our financial services practice strives to provide at its core: stability, balance, tradition, and guidance along the path of life. Learn more about our philosophy based on the Cairn: The Cairn Way

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Investments

Investments

Savvy investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Retirement

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that keeps you excited for what’s to come.

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Taxes

Taxes

Our wealth adviors can help you understand the impact taxes can have on your short and long term financial goals. 

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Legacy

Legacy

Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 50 years of collective experience, we'll help secure your legacy for generations to come.

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<p>18 Years&#8217; Worth of Days</p>

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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Questions for us?  Let's Connect. 

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