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.

ico-growth.png

Full-Time Fiduciary

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

Learn More
ico-nofees.png

Fee Only

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

Learn More
cefex-icon.png

CEFEX Certified

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

Learn More
ico-handshake.png

Relationship Driven

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

Learn More
ico-trophy.png

Evidence Based

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

Learn More
ico-evidence.png

Tech Forward

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

Learn More
Cedar Rapids aerial view

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.

headshot-web-david.jpg

David
Ernst

Partner
headshot-web-trent.jpg

Trent
Von Ahsen

Partner
headshot-web-bridget.jpg

Bridget
Meier

Partner
headshot-web-nick.jpg

Nicholas
Timm

Director
headshot-web-aaron.jpg

Aaron
Epstein

Director
headshot-web-kloe.jpg

Khloe
Burkum

Associate
feature-couple.png cefex-icon.png

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

View Our Services

 

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.

Read Article
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.

Read Article
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.

Read Article