CameronDowning Inc.

EST. AUM
$40,529,871

CONTACTS

CLIENT ACCOUNTS
184

Firm Details

Metro area Miami
CRD Number 172258
Website cameron-downing.com
Client types

Overview

CameronDowning is a Miami-based, independent, fee-based Registered Investment Advisory (RIA) firm. Operating under a strict fiduciary standard of care, the practice provides holistic financial and investment planning to individuals and families, positioning themselves as "personal trainers for your money." The firm is led by a team of experienced professionals, including CFP® practitioners, CIMA® designees, and estate planning attorneys, allowing for a multidisciplinary approach that integrates investment management with complex life-stage planning. Their service model focuses on serving the "millionaire next door"—professionals, retirees, and families who have achieved financial comfort and seek ongoing guidance to maintain and grow their wealth. CameronDowning intentionally builds client relationships around transparency and objective advice, eschewing product-pushing in favor of comprehensive financial roadmaps that address tax efficiency, retirement income distributions, estate preservation, and risk management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

CameronDowning Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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