Your financial life, simplified

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CMR Financial Advisors, Inc. is dedicated to simplifying our clients’ wealth management challenges. Our team of advisors is united by a commitment to educate and serve as your guide. You are in the driver’s seat of our relationship. You set your goals, we’ll be your coach.

Learn more about:

Our Firm

Our Team

Client First • Trust • Genuine Care • Diligence

Our values are who we are. You are who we serve.

Client First

You set the agenda for our relationship; we are here to be your guide, not your boss, as we help you pursue your goals

Trust

Your goals are integral to who you are; we are committed to providing you a trusting partnership as we pursue your objectives together

Genuine Care

Our focus is helping you reach your goals; we truly care about the people we serve

Diligence

Details matter, especially in a fast-paced investment environment; we are committed to paying attention to the little details

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We are honored to serve a diverse group of clients. We are practiced in serving families, pre-retirees, retirees, nurses, educators, and independent women.

Wealth with Simplicity^®

We believe the most important way we can help you stay on track is to simplify the process for you. Wealth with Simplicity^® is a process designed to help you realize the full breadth of your financial needs. We will help you plan for your entire wealth journey, from accumulation to legacy creation.

We are here to be your coach – to draw up the plan and ensure you have the knowledge and advice to help you execute it.

Our Process

Risk Aware Investing

Risk is inherent to investing. Life changes rapidly – and so can the markets. We build portfolios around the practice of analyzing, measuring, and responding to risk.

Risk Aware Investing is like a GPS for your financial life. Your GPS maps your morning commute for your final destination, adjusting for traffic, responding to changing and sometimes unexpected risks along the way. Our process monitors the changes in markets and helps you to continuously adjust to keep moving toward your goals.

Our Philosophy

Simplify your financial life today, contact CMR Financial Advisors to get started.

CMR Financial Advisors, Inc.

1003 Bishop Street, Suite 2620
Honolulu, Hawaii 96813
808-537-2912
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and CMR Financial Advisors, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, HI, MA, MT, NV, OR, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, CMR Financial Advisors, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge does not offer tax or legal advice. Investing involves risk. Depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.

CMR Financial Advisor, Inc.