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Expert Financial Management in Cambridge, MD

concept of retirement, education and saving plans

B.I.G. Investment Services - Cambridge, MD

Welcome to B.I.G. Investment Services - Serving Cambridge, MD and beyond. We're dedicated to nurturing your financial growth and securing your economic future in the heart of the Eastern Shore.


Our Commitment

At B.I.G. Investment Services, we specialize in cultivating and protecting your financial resources. We view your assets as seeds for future prosperity, whether you're aiming to cultivate a bountiful retirement, grow a thriving business, nurture your children's educational prospects, or harvest the fruits of your labor with a dream purchase. Our mission is to help these financial seeds flourish, even in challenging economic climates.


Financial Cultivation Services

We offer a diverse array of financial services, each tailored to your unique financial landscape:

  • Retirement Harvest Planning

  • Tax Burden Reduction Strategies

  • Financial Risk Shielding

  • Investment Portfolio Cultivation

  • Generational Wealth Preservation

  • Educational Fund Seeding


Why Choose B.I.G. in Cambridge?

  1. Eastern Shore Insight: Our team is rooted in the Cambridge community and understands the unique financial ecosystem of Maryland's Eastern Shore.

  2. Seasoned Expertise: Like the Chesapeake's tides, our experience runs deep, informing every financial strategy we craft.

  3. Custom-Grown Solutions: We don't believe in off-the-shelf financial plans. Your strategy will be as unique as the Chesapeake's fingerprint.

  4. Full-Spectrum Financial Nurturing: From budding investments to mature assets, we tend to every aspect of your financial garden.

B.I.G. Investment Services Team Picture

lighthouse on the choptank river in cambridge md

Cambridge, MD: Where History Meets Opportunity

Nestled along the Choptank River, Cambridge is a gem of Maryland's Eastern Shore. With a population of about 12,000, this historic city blends small-town charm with vibrant economic prospects. Founded in 1684, Cambridge is one of the oldest colonial cities in Maryland, boasting a rich maritime heritage.


Today, Cambridge is experiencing a renaissance, with a revitalized downtown, thriving arts scene, and growing tourism industry. The city's location on the Chesapeake Bay provides not only stunning water views but also opportunities for sailing, fishing, and wildlife observation at the nearby Blackwater National Wildlife Refuge. Cambridge's mix of history, natural beauty, and forward-thinking development makes it an ideal place for both personal and financial growth.


Plant the Seeds of Your Financial Future

Ready to cultivate a robust financial future? Contact us today to schedule a complimentary financial planning session with one of our experienced advisors. Together, we'll sow the seeds of your financial success and watch your prosperity grow.

FAQs – Financial Advisors in Cambridge, MD


What financial services do you offer in Cambridge?

We offer a full range of financial planning services in Cambridge, including retirement income planning, tax-efficient investing, estate strategies, and education savings plans—all tailored to your individual financial goals.


Can I meet with a financial advisor in person in Cambridge?

Yes, we’re happy to meet with clients in the Cambridge area either in person or virtually. We make financial planning accessible and convenient for residents throughout the Eastern Shore.


Do your Cambridge-area advisors follow a fiduciary standard?

Yes, our team upholds a fiduciary duty. That means we’re legally required to put your financial interests first, providing honest, transparent guidance at every step.


How do you customize investment strategies for clients in Cambridge?

We begin with a personal consultation to understand your financial picture and goals. From there, we design investment strategies that reflect your values, risk tolerance, and long-term objectives.


What is Cambridge, MD known for?

Cambridge is known for its waterfront charm, maritime heritage, and revitalized downtown. It’s a historic community on the Choptank River with a growing arts scene and rich cultural roots on Maryland’s Eastern Shore.

Fiduciary Duty: Putting YOU First

As a fee-only firm, B.I.G. Investment Services operates as a fiduciary, which means we are legally and ethically bound to act in the best interests of our clients.

This fiduciary duty requires us to provide investment advice that prioritizes our clients' needs above our own, ensuring transparency, honesty, and loyalty in all financial dealings. By adhering to this standard, B.I.G. Investment Services commits to making decisions that align with the clients' financial goals and circumstances, avoiding conflicts of interest, and providing full disclosure of any potential conflicts. This fiduciary responsibility fosters trust and confidence, allowing clients to rely on the firm for unbiased, client-focused financial guidance.

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Boothe Investment Group Inc. (“B.I.G. Investment Services”) is a fee-only, registered investment adviser offering advisory services in the State(s) of DE, MD, NC, PA, TX, VA and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by B.I.G. Investment Services in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of B.I.G. Investment Services, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Contact B.I.G. Investment Services

450 Kings Hwy N.E., Dover, DE 19901

Local: 302-734-7526

Toll-Free: 1-866-946-7526

info@ABigPlan.com

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