FINANCIAL Life Planning

A trusted partner for your point in life.

Let's grow together

Our Approach

The Cedar Point Difference

Experience local, custom portfolio management and holistic financial planning in an ensemble approach that seamlessly blends tax and estate planning with private wealth management.

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Full-Time Fiduciary

We’re independent and solely dedicated to your best financial interests.

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Fee Only

We believe in transparency—no hidden expenses, costs or commissions.

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CEFEX Certified

The first Corridor-based firm, and one of less than 300 globally, certified for fiduciary excellence.

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Relationship Driven

We lean in to the importance of connections, relationships, and serving others.

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Evidence Based

We maintain comprehensive, cutting-edge knowledge and thought leadership in our field.

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Tech Forward

We use innovative financial technology to provide confidence and deliver results.

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Who We Are

Meet Our Team

Whether you live, work and play here in the Iowa City-Cedar Rapids Corridor or across the country, plan your future with someone you know, and who knows you.

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David
Ernst

Partner
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Trent
Von Ahsen

Partner
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Bridget
Davis

Partner
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Nicholas
Timm

Director
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Aaron
Epstein

Director
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Khloe
Burkum

Associate
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Our Services

Our expertise across investments, tax and estate planning mean we can create a financial life strategy that grows with you. Our individual client services include:

As a CEFEX-certified firm, we also offer a variety of fiduciary-grade consulting services for our business and institutional clients, including:

  • Retirement Plan Management 
  • Foundation & Endowment Management

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Latest Insights

Capital Insights: Making Your Retirement Savings Last

Capital Insights: Making Your Retirement Savings Last

This month, Trent Von Ahsen breaks down how different withdrawal strategies can impact your retirement, and what it takes to make your savings last a lifetime.

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Your Questions About OBBBA Tax Reform, Answered

Your Questions About OBBBA Tax Reform, Answered

The One Big Beautiful Bill Act (OBBBA) is the most significant tax reform since 2018, reshaping deductions, estate planning, and even creating “Trump Accounts” for kids. Our latest guide explains the key changes and what they could mean for your planning.

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Capital Insights: Is History Repeating in Tech?

Capital Insights: Is History Repeating in Tech?

This month, Trent Von Ahsen explores the AI-driven surge in tech spending, and what investors can learn from past booms to stay positioned for long-term growth.

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