Your life, your family, and your career are complex and multi-faceted. Our approach to financial planning is too. If we left your planning up to one advisor, we’d be doing you a major disservice, hinging the strength of your plan on the intellectual capacity of one person.
At Cedar Brook, we want you (and your financial plan) to thrive. That’s why we leverage a team- based approach to planning. We have 50+ professionals at our firm. Each specializes in a niche area of our business, ensuring we can always provide you with deep and meaningful insight no matter what your unique situation is.
Most of our clients have held successful careers—either as corporate executives, doctors, business owners, or artists. They are high-net-worth and ultra-high-net-worth individuals who have experienced a liquidity event, great earnings and/or developed good savings habits over the years.
Now they are looking for an experienced financial partner to help them use that money to do what they love. For some people, that’s giving back to their community and leaving a legacy for their families. For others, it’s playing golf, working on creative projects, and traveling the world. Whatever it is for you, our goal is to help you spend more time doing what you love with the people you love.
We realize that Covid-19 is a changing, fluid situation. At this time, we are not seeing clients or prospects in the office for meetings. However, our team is in the office daily, and we can make arrangements to meet you in the lobby/atrium if you need to drop off or pick up anything from us. If you absolutely need to meet with us in the office, we can work with you to make that possible.