Massive impact starts here.
Massive impact is achieved through having freedom, flexibility and focus. Cedarwood was founded by a group of entrepreneurial individuals who desired a firm with a family-focused culture that allows planners to serve their clients with flexibility and freedom. Our practitioners extensively collaborate with other professionals to provide solutions for clients in all areas of life and create community within the firm.
We strive to offer a complete open architecture product and resources platform to meet client goals, without the restrictions of corporate mandate. Our desire is to pursue a common goal yet maximize one’s freedom to choose: practice size, portfolio options and construction, marketing strategies, and succession planning. This is your life’s work so use your gifts and go be you. We will be there as your partner to independence every step of the way.
We strive to offer excellence to partners and clients alike.
Partner with Cedarwood.
Start by reaching out—we’ll walk you through the questions. All of our conversations will be confidential—your information is secure with us, and we’d never tell your boss.
Partner with us for freedom.

Equity Ownership

Turn Key Transition Support

Family-Focused Culture

Real Estate Logistics

Succession Planning

Marketing and Branding Management

Integrated Tech Tools

Business Consulting

Backed by Commonwealth Financial Network
