See why certified is better
When it comes to your financial future, trust isn’t optional—it’s essential. Cedar Point Capital Partners is proud to be the first private wealth management firm based in the Corridor to earn CEFEX certification—a global mark of fiduciary excellence held by fewer than 250 firms worldwide.
This certification isn’t about marketing—it’s about proof. Our firm underwent a rigorous, independent audit to earn our CEFEX mark, and will do so every year in the future. It's just another way we're proving that we are worthy of your trust.
Reach out via the form, email, or phone, and let's start a conversation today.
The CEDAR POINT DIFFERENCE
Fiduciary advice that puts you first
While many advisors say they act in your best interest, we have the certification to prove it. When you work with our team of fiduciary experts, expect:
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Independent advice without the sales pressure
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Fee-only service and rates you can understand
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Homegrown relationships built here in the Corridor
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Trusted insights that clarify, not complicate
Your Partner in Wealth & Capital Management
Custom Portfolio Construction
Bring together investment, tax, and estate planning to build a portfolio that performs.
Fiduciary Investment Management
Grow and protect your wealth with certified strategies rooted in evidence, not trends.
Curated Asset Location
Deploy investments strategically across accounts to maximize tax efficiency and long-term growth.
Risk Tolerance Evaluation
Analyze your risk tolerance with innovative tools, and be ready for whatever the world throws your way.
Tax Planning
Optimize your portfolio with proactive tax planning that minimizes liabilities and maximizes returns.
Estate & Legacy Planning
Protect your legacy and ensure your wishes are honored with true estate planning expertise.
Charitable Giving Strategies
Leave a lasting legacy with giving strategies that balance generosity and tax efficiency.
Financial Aggregation & Reporting
Get a clear view of your wealth with dashboards and reporting that keep you in control.
“Creating a life well-lived takes planning and partnerships to ensure you have the capital—human, social and otherwise—you need to make your impact last. That’s what we’re here for.”
David Ernst, Partner, Cedar Point Capital Partners
A quick disclosure about our CEFEX Certification:
CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries. CEFEX provides an independent recognition of a firm's conformity to a defined Standard of Practice. It implies that a firm can demonstrate adherence to the industry's best practices and is positioned to earn the public's trust. This registration serves investors who require assurance that their investments are being managed according to commonly accepted best practices. CEFEX assessment is based on the international standard, ISO 19011: Guideline for quality management system auditing. The assessment is evidence-based, and all work is reviewed by the CEFEX Registration Committee to ensure impartiality and consistency. The assessment includes document review, client file sampling, on-site visits, a background check and interviews with senior executives at the firm. The assessment is conducted by CEFEX Analysts who must hold the Accredited Investment Fiduciary Analyst® designation and maintain annual training by CEFEX. The assessment methodology includes attorney-developed schedules based on regulation.
Cedar Point Capital Partners (CPCP) pays an annual assessment and registration fee in order to be considered for CEFEX certification. CEFEX independently sets their assessment methodology and CPCP has no influence on the criteria.