Partnership

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.

Our Process

Extensive financial resources plus cutting-edge technologies help us effectively and efficiently fulfill our motto of Know. Serve. Live.

Our History

Outside experts ensure we provide the most current information with comprehensive services and strategies for our clients.

Our Values

Family-style conversations can help drive better outcomes, expanded value, and confidence in the future for clients and partners 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.

Schedule a Call

Partner with us for freedom.

Our Process

Equity Ownership

Our History

Turn Key Transition Support

Our Process

Family-Focused Culture

Our History

Real Estate Logistics

Our Process

Succession Planning

Our History

Marketing and Branding Management

Our Process

Integrated Tech Tools

Our History

Business Consulting

Our Process

Backed by Commonwealth Financial Network

Our History

Full Suite of HR Services

Helping you be you.

Pursue a purpose-filled life.

Schedule a Consultation