Plan today for the tomorrow you deserve.
Helping families navigate life’s transitions to build security, achieve growth, and set the stage for a brighter future.
AS FEATURED IN:
Our Approach
Hi, I’m Sarah, founder of Camriel Advisors. I believe financial planning is about more than numbers. It’s about helping families like yours navigate life’s transitions while building a secure future. The name "Camriel" comes from my children, Camille and Gabriel, and reflects my dedication to treating each client like family.
I partner with clients in all stages of life, from Millennials growing their families to retirees securing their legacy. Common areas I can support include:
Retirement Planning: Helping you prepare for a comfortable future.
Estate Planning: Assisting in the creation of Trusts and Wills to protect your legacy.
College Savings: Setting up 529 plans to save for your children’s education.
Tax Planning: Optimizing your savings with tax-efficient strategies.
Insurance Planning: Protecting your family from life’s uncertainties.
Let’s work together to create a plan that fits your family’s unique needs. Schedule a free consultation today to get started!
Our Services
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![Camriel Advisors Financial Planning]()
Financial Planning
One time and ongoing financial planning, covering budgeting, saving, education planning, retirement, and more.
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![Camriel Advisors Wealth Management]()
Wealth Management
Everything in the Financial Planning package, plus we manage your investments to help protect and grow your wealth.
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![Estate Planning]()
Estate Planning
We assist with the creation of Wills and Trusts to help you leave a lasting legacy.
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![Camriel Advisors Advisory Services]()
Advisory Services
Projects, one-off questions, and individual consultations.
Meet Your Advisor
Sarah Maitre, CFA
Financial Planner | Founder | Mom
I founded Camriel Advisors to help families like yours navigate life’s transitions - whether you’re growing your family, planning for retirement, or creating a legacy that protects the people you love most.
Before launching Camriel Advisors, I spent more than a decade working with leading investors, honing my expertise in financial strategy, portfolio management, and risk analysis. Now, I bring that same knowledge to families, providing personalized financial guidance that empowers you to plan with confidence.
As a family-focused firm, I understand how overwhelming it can be to balance life’s demands while also planning for your financial future. Let me take the stress of financial planning off your plate so you can focus on what matters most - your family.
If you’re ready to feel more confident about your financial future, let’s start a conversation. Together, we’ll create a plan that supports your family’s goals and grows with you over time.