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:

Sarah Maitre - Camriel Advisors

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

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.

Get started with Camriel Advisors today.