Personal finance, made personal.
Clear advice. Real conversations. Financial guidance built around you.
AS FEATURED IN:
My Approach
Hi, I’m Sarah, founder of Camriel Advisors. After more than a decade working in institutional investing, I had a pretty clear idea of what I wanted from a financial advisor. But when I started looking for one for my own family, I was surprised by how difficult it was to find.
I wanted someone who would understand the full picture of our finances, help us prioritize our goals, and keep us organized and moving forward - going beyond investment management and tax prep. And while comprehensive financial planning is a common term in the industry, I found that the actual level of planning and involvement varied considerably from firm to firm.
Since I couldn’t find it, I built it. A firm with a small client base, highly personalized advice, and an advisor who has the time to truly be invested in her clients’ financial success.
I wanted Camriel to offer the breadth of advice and investment expertise people often associate with larger firms without sacrificing the personal relationship. So I’m directly involved in all of the the planning, investment decisions, and ongoing work. You’re not being passed between different people.
Camriel is intentionally fee-only and fiduciary. I don't sell financial products or earn commissions. I’m in your corner - helping you make sense of the noise, make good decisions, and follow through with them.
My Values
Principles that guide every recommendation and client relationship.
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 fully remote and easy to reach
I work virtually with clients nationwide and make it easy to connect by phone, email, or text - whenever it works for you.
I speak your language
I explain financial concepts in plain English, so you understand the options, tradeoffs, and reasoning behind each decision.
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
Dedicated partnership for individuals and families.
Professionals in 30s to 50s
High-earning professionals who want to make sense of the noise, prioritize their goals, and optimize their income and taxes.
Peak earners juggling career growth, family priorities, and long-term targets who need a proactive partner to keep their financial life organized and moving forward.
Dual-Income Households
“We’re both busy and want our money working as hard as we do, together.”
Couples aligning separate accounts, benefits, and investment choices into one unified, stress-free roadmap.
Equity Comp Recipients
“My RSUs or stock options are vesting, and I don't want a huge tax surprise.”
Tech and corporate professionals needing clear guidance on when to hold, sell, and reinvest equity compensation tax-efficiently.
Pre-Retirees & Retirees
“I’m shifting from saving to living off my portfolio while ensuring my estate and legacy are protected.”
Individuals structuring predictable monthly retirement income, tax-smart drawdowns, healthcare strategies, charitable giving goals, and estate planning.
People Navigating Major Life Transitions
“A lot is changing right now, and I need a steady partner to help me weigh my choices.”
Calm, clear support through job changes, inheritances, new additions to the family, or selling a business.
My Services
Comprehensive guidance across every area of your financial life.
Cash Flow & Savings
Investments
Retirement Planning
Tax Planning
Equity Compensation
Employee Benefits
Debt & Student Loans
Insurance & Risk Management
Estate Planning
Education Planning
Charitable Giving
Major Life Decisions
Sarah Maitre, CFA, CFP®
Financial Planner | Founder | Mom
Before founding Camriel Advisors in 2024, I spent more than seven years at Citadel working closely with the Surveyor Capital investment team. My work spanned portfolio management, risk, and helping investors build and manage portfolios. I worked with portfolios worth billions of dollars and developed a deep understanding of how to evaluate investments, construct portfolios, and understand the risks that come with them.
Before Citadel, I invested across asset classes at the Berkeley Endowment Management Company and Fiduciary Research and Consulting, and began my career at KKR. These roles gave me experience investing across different types of portfolios and helped shape how I think about investments, risk, and portfolio construction.
Today, I bring that experience to financial planning and wealth management. I’m a CFA charterholder and CFP® professional (a rare combo in the industry), and I enjoy being able to apply what I learned in institutional investing to the financial decisions people are making in their own lives.
The name Camriel comes from my two children, Camille and Gabriel. It’s a reminder of the personal values behind the firm and how each client is treated like family.
AFFILIATIONS:
