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.