A complete list of active advisors currently associated with Cedar Peak Wealth Advisors

Warmer can help you find a great advisor at Cedar Peak Wealth Advisors or one who fits your needs even better.

Cedar Peak Wealth Advisors provides discretionary investment management and ongoing comprehensive financial planning for individual clients, high-net-worth individuals, and employer plan sponsors. The firm also offers retirement plan consulting, business consulting to small businesses, and educational seminars, managing roughly $15 million for about 22 clients. The firm develops individualized investment policy statements and manages portfolios using a blend of approaches — fundamental research for individual security selection, principles of modern portfolio theory for asset allocation, and passive index exposures where appropriate. Accounts are reviewed on a regular basis with written plans and client-imposed investment restrictions memorialized in each client’s policy, and the firm conducts ongoing monitoring and annual reviews. What distinguishes this firm from many independent peers is its regular work with corporate and organizational clients, providing ERISA-covered retirement plan consulting and acting in a fiduciary capacity for plan sponsors, as well as offering business consulting and investment-operations education to other advisers through a separate consulting practice. The firm’s principal holds both CFA and CFP credentials and maintains formal ethics and trading policies, including block trading practices and use of a major custodian for client custody.

To learn more about the advisors currently working at Cedar Peak Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.