By Frank Legan
Financial planning isn’t a cut-and-dried process to figure out a retirement date or calculate how much you need to save. Your life is more multifaceted than that, and so are your finances. Instead, financial planning is a lifelong journey filled with exciting open doors as well as unique, unexpected challenges. When you focus on the right things and have the right guidance along the way, it’s a rewarding, invigorating experience that reflects your values and helps you achieve your dreams.
That’s why Cedar Brook Group exists. We prioritize you and your life, giving you the opportunity to experience clarity and comfort for your bigger future.
What We Do
Cedar Brook Group is a truly independent, comprehensive wealth management firm with the scale, resources, and expertise needed to address your unique financial needs. At the center of all we do is a focus on our clients’ lives, what we call The Humanity Factor™, which is our belief that financial planning should honor you, celebrate your past experiences, and propel you toward a happy and fulfilling life.
We walk with you on your financial journey, helping you navigate change, shifting priorities, and unexpected surprises, making sure that every part of your financial life is taken care of. All of our financial planning, wealth management strategies, retirement plan consulting, employee benefit consulting, and insurance and risk management services are designed to meet each of our client’s individual needs. We believe that together we can achieve unprecedented results.
Who We Serve
Have you ever worried about market declines or health issues? Do you want to set a solid financial foundation and eliminate the roadblocks that prevent you from leading a fulfilling life? Most of our clients come to us with these exact concerns, whether they are business owners, corporate executives, pre-retirees, retirees, professionals, or artists. They all want to secure their future and manage their finances in a way that takes their life situation, goals, and dreams into account. They don’t want to do it alone, so that’s why they turn to us. As an experienced team, we partner with our clients, no matter what walk of life they come from, to help them focus on what they love and invest their time in what’s important to them.
The Cedar Brook Difference
We know there are plenty of financial planning firms to choose from. But at Cedar Brook, we don’t fit the mold. We do things differently, in a way that benefits you and brings more meaning to your life. As your objective, service-oriented financial partner, we customize our services and always put your best interests first. Not only that, but our knowledge and industry experience runs deep in many different practice areas so you can get the solutions you need in one place, with one team working behind the scenes to enhance your life.
Ready to Start?
Frank Legan is Partner, Financial Advisor, and member of the Investment Committee at Cedar Brook Group, one of the largest independent wealth management firms in Northeast Ohio. Frank spends his days designing and implementing personalized financial planning strategies for corporate executives, closely held business owners, artists, families, and retirees. He specializes in lifetime income strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies. Frank has a Bachelor of Arts degree in political science from the University of Dayton, as well as a Master of Public Administration degree focused on municipal management from Cleveland State University. Prior to joining Cedar Brook Group, Frank was a financial advisor in the private client group at Merrill Lynch and with NatCity/PNC Investments. Frank is active in his community, serving on various councils, boards, and committees. When he’s not working, you can find Frank spending time with his wife, Laura, their daughter, Reese, and their beloved collie, Charlie. Frank and his family are volunteers at St. Francis of Assisi church in Gates Mills. Frank serves as Vice Chair of the Board of Directors for Catholic Charities Diocese of Cleveland. To learn more about Frank, connect with him on LinkedIn.
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