About Us

At Cairn Advisors, we believe financial success can be achieved through personalized guidance and expert insight.

Our experienced team provides comprehensive financial guidance—specializing in retirement planning, portfolio management, estate planning, insurance planning or navigating complicated multiple employer 401(k) plan (MEP) regulations—for individuals and families.

With a focus on education and transparency, we aim to empower you with the knowledge and tools necessary to make informed decisions. We take pride in delivering solutions that are not only effective but also aligned with your long-term objectives.

Our commitment to building lasting relationships means we’re dedicated to learning what’s most important to you both personally and financially—your unique goals, values, and aspirations —and then crafting customized solutions to help you achieve your objectives.

Through every step of your financial journey, we’re here to guide you on your journey toward financial security, providing ongoing support and adjusting strategies as your circumstances evolve.