FINANCIAL Life Planning
A trusted partner for your point in life.
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.
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.
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
Latest Insights
Capital Insights: Why the Market's Worst Days Matter Most
This month, Trent Von Ahsen examines how market volatility can tempt investors to step aside at exactly the wrong time—and why missing just a handful of the market’s best days can have a lasting impact on long-term results.
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The Planning Corner: Your Tax Return Is Filed—Now What?
David Ernst and Nicholas Timm break down how your tax return can become a powerful planning tool, what it reveals about your financial picture, and how to make smarter decisions for the year ahead.
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Capital Insights: What the Software Sell-Off Tells Us
This month, Trent Von Ahsen looks at the recent sell-off in software stocks and what it tells us about how quickly market narratives can shift.
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