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.
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.
The KSL Approach
Here to help you live your life.
Helping people with their finances and life goals is the most rewarding work we’ve ever known.
Todd Vincent
Managing Partner / Financial Planner
Dylan Ripley
Managing Partner / Financial Planner
