Our Story

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 freedom to live fulfilled. 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. 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. FAITH. FAMILY. FULFILLMENT. FREEDOM. Cedarwood Financial Partners.

Austin, TX | Houston, TX | Temple, TX | Jamestown, NY | Olean, NY

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The Cedarwood Promise

With our firm’s 70-plus years of combined experience helping clients reach their financial goals, the key to success can be summarized with three simple words: KNOW, SERVE, LIVE. This is our firm motto.

Know

Define what you care most about and where your priorities lie. What motivates you to plan?

Serve

Develop the plan. Give structure to your dreams. Get a strategy to pursue them.

Live

Deploy it. Start reaping the rewards of your hard work, with our support at every step.

The overriding principle that our clients’ best interests come above all else is a hallmark of the relationships and reputation we have built over our nearly 30 years of working with clients. In prosperous and challenging times alike, a steadfast commitment to earning your trust and satisfaction guides everything.

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The KSL 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 and 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 reach it.

  • Deploy and go be you.

    Go live your life with new clarity, comfort, and confidence.

Here to help you live your life.


Helping people with their finances and life goals is the most rewarding work we’ve ever known.


Meet Our Team


Partner With Us

Todd Vincent

Todd Vincent

Managing Partner / Financial Planner

Dylan Ripley

Dylan Ripley

Managing Partner / Financial Planner

Helping you be you.

Pursue a purpose-filled life.

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