Our Story
Rooted in Value, Built on Experience
Cedarwood was launched with the goal of creating a firm that felt like family to both clients and partners. We trace our roots back to 1996, when our senior partner and founder began serving individual investors in central Texas. He learned that serving clients well is much more than just offering financial products.
It begins with knowing you at a deeper level: your family, your hobbies, your worries, your life goals. It continues by serving you more deeply, walking alongside you throughout life’s circumstances, offering a hand, a high five, or a hug. Because of this, both he and his clients lived more meaningfully.
Empowering people with the freedom to live fulfilled.
Our Mission
Our mission is to empower clients, partners and staff with the freedom, flexibility and community they need to experience personal fulfillment. We are dedicated to knowing them well, serving them well and helping them unlock a life lived well.
Our Values
We believe creating a family like culture with freedom to be who you are unlocks one's full potential. We believe coupling our culture with faith and belief in something bigger than one's self ultimately leads to fulfillment.
Temple, TX | Austin, TX | Conroe, TX | Ft. Worth, TX
Jamestown, NY | Montgomery, TX | Olean, NY | Wellsville, NY
The Cedarwood Philosophy
With our firm’s 70-plus years of combined experience helping clients pursue their financial goals, our approach can be summarized in three simple phrases: KNOW BETTER, SERVE BETTER, LIVE MORE FULFILLED. This is our firm motto.
Know Better.
Serve Better.
Live More Fulfilled.
A focus on putting clients’ interests first has been central to the relationships we’ve developed over nearly 30 years. In prosperous and challenging times alike, a steadfast commitment to earning your confidence and satisfaction guides everything.
The Cedarwood Approach
Introductory
Call
Get a first impression and clarity on what you need. Your first 15-minute consultation is free of charge and free of commitment. Schedule one here.
Define &
Discover
The fun really begins when you come on board. Right from the start, we want to know you—this meeting is an in-depth Q&A for both sides. Ideally, your advisory relationship will be for the long term, so fit matters. Let’s see how we work together.
Develop
Your Plan
Once we know what you care about, we’ll set you up with a strategy to help you pursue it.
Deploy &
Go Be You
Move forward with new clarity and confidence.