See why boutique is better
We’re Cedar Point Capital Partners, an independent, homegrown firm offering a different kind of client experience.
We’re building relationships in an industry known for transactions, and tailored portfolios based on time-tested, data-backed investment strategies.
Fill out the form to schedule your complimentary consultation with a member of our fiduciary team.
The CEDAR POINT DIFFERENCE
Fiduciary advice that puts you first
We don't just say we're acting in your best financial interests—when you partner with us for financial planning and wealth management, you're partnering with a fiduciary that puts you first in decision.
- Trustworthy Insights
- Independent Advice
- Fee-Only Structure
- SEC Registered & Regulated
Your Partner in Wealth & Capital Management
Holistic Financial Planning
Gain a broader view of your total financial picture and build a plan that maximizes all of your life's capital.
Fiduciary Investment Management
Develop and execute a risk-appropriate investment strategy that puts your goals and objectives first.
Retirement Planning
Prepare for your next chapter with retirement planning services focused on your whole life.
Risk Management
Analyze your risk exposures and liabilities with cutting-edge tools, and be ready for whatever the world throws your way.
Tax & Charitable Strategies
Put your money to work with tax and charitable giving strategies that preserve wealth and do good.
Private Wealth Management
Build and protect your portfolio with customized advice and partners experienced with high-net worth clients.
Estate Planning
Secure your family's legacy with strategic giving and asset allocation strategies that serve your wishes.
Portfolio Monitoring
Leave the portfolio maintenance to us, and focus on your business, your family or whatever's most important to you.
“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