Personal finance, made personal.

Clear advice. Real conversations. Financial guidance built around you.

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Sarah Maitre - Camriel Advisors

My Approach

Hi, I’m Sarah, founder of Camriel Advisors. I started Camriel Advisors to offer a more personal kind of financial planning — one built on trust, thoughtful guidance, and long-term partnership. While many advisors focus mainly on managing investments, my approach is rooted in comprehensive planning that looks at your entire financial life — not just your portfolio. Think of me as an outsourced CFO for your finances.

At the heart of my work are four key principles: personalized service, education, responsiveness, and diligence. Clients deserve clear advice, consistent support, and a plan that truly fits their lives.

As a fee-only fiduciary, I’m committed to putting your interests first. I don’t earn commissions or sell products. My role is to listen carefully, offer honest insight, and help you make informed decisions with confidence.

With deep training as both a CFA charterholder and a CFP® professional — a combination that’s rare among financial advisors — I bring a level of technical expertise that allows me to deliver a high standard of advice.

The name Camriel Advisors comes from my two children, Camille and Gabriel. It’s a daily reminder of why this work matters and how deeply I care for the people I serve. Every client relationship is approached with the same dedication and respect I give my own family.

If that sounds like the kind of relationship you're looking for, I’d love to connect. Schedule a free consultation to get started.

My Values

I’m a finance geek, not a salesperson

I love digging into the numbers, solving financial puzzles, and helping you feel confident about your money. I’m not here to sell — just to offer clear, honest guidance.

I’m a fiduciary, always

I’ve taken an oath to act in your best interest. That commitment is at the core of everything I do.

I’m available when you need me

I answer my phone and am always here to support you in reaching your financial goals.

I speak your language

You deserve thoughtful, respectful advice. I’ll never talk down to you or make you feel like you’re asking the wrong questions.

I believe in education and clarity

This isn’t a black box. I’ll walk you through the “why” behind every recommendation so you always feel informed and in control.

I collaborate with you

This is your financial life. I’m here to guide and support you, not to issue orders. You’re always in the driver’s seat.

I keep things simple

Effective portfolios don’t need to be complex. Simplicity can be powerful, and I avoid unnecessary layers that often serve the advisor more than the client.

I’m fee-only and fully transparent

I don’t earn commissions or referral fees. My compensation comes directly from my clients, so my advice is guided by your goals—not outside incentives.

Who I Support

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  • People in their peak earning years who are building wealth while juggling careers, family life, and long-term goals.

  • Couples who want to make sure their money is working hard and aligned with their priorities.

  • Entrepreneurs and small business owners who need help balancing business finances with personal goals and long-term planning.

  • People with RSUs, ESPPs, or stock options who want to understand how to maximize their equity while managing taxes.

  • People preparing for or living in retirement who want clarity around income, spending, healthcare, and long-term security.

  • Whether you’ve been laid off, received an inheritance, welcomed a child, or are facing another big change, I’m here to help you make calm, confident financial decisions.

My Services

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Meet Your Advisor

Sarah Maitre, CFA

Sarah Maitre, CFA, CFP®

Financial Planner | Founder | Mom

I founded Camriel Advisors to offer something different: thoughtful, personalized financial guidance that helps people move forward with clarity and confidence. Whether you're planning for retirement, growing your career, or navigating a life transition, I’m here to support you every step of the way.

Before launching Camriel Advisors, I spent over a decade working with top investors, building deep expertise in financial strategy, portfolio management, and risk analysis. I bring that same level of care and precision to each client relationship, tailoring every plan to reflect your unique goals and values.

Financial planning doesn’t have to feel overwhelming. My goal is to take the stress off your plate, so you can focus on what matters most — whether that’s your family, career, or next big milestone.

If you're ready to feel more confident about your financial future, let's start a conversation.

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