Proud to Be Among the Best in the Corridor

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When we founded Cedar Point Capital Partners, it certainly wasn’t with awards or acclaim in mind. We really just wanted to offer our friends and neighbors the kind of financial planning and wealth management services we knew they deserved: an experience built on trust, transparency, and a fiduciary level of care at all times.

CP_CBJ_BestOf_Thumbnail_700x700.jpgIt was our version of the Golden Rule, applied directly to financial life planning, and it seemed to resonate with people.

Our first clients told their friends and neighbors, and the word began to spread. We grew right alongside our clients—slowly at first, and then with compounding speed.

Now, we’ve been named the Best Wealth Management Firm in the Cedar Rapids-Iowa City area by readers of the Corridor Business Journal!

The true Iowans we are, we’re humbled by the recognition, and honestly not quite sure what to do with it. We’re certainly not going to let it go to our heads or change our fee-only, evidence-based approach, because that’s what got us here.

We like to think our clients and many advocates voted for us because they see us as we like to see ourselves—as a trusted partner here for your complex questions about money and life planning. It’s not just about your assets or your portfolio; it’s about building an authentic friendship you can count on when you’re making important decisions about your financial future, from investments and taxes to healthcare and your estate plan.

Thank you to everyone who took the time to write our name in on this year’s ballot. Your continued trust and support give us as much confidence as we strive to give you. And that’s what real relationships are all about.

If you’re already a client, give us a call and let’s set up our next meeting—we love to hear what’s new and exciting in your life. And if you’re just discovering us for the first time, maybe after seeing our name on this year’s Best of the Corridor list, let’s talk about how we can build you a holistic plan that helps achieve your biggest dreams. It’s never too late to get started.

A quick disclosure:
The Corridor Business Journal (CBJ) released its 'Best of Wealth Management' rankings on July 1, 2024. These rankings were tabulated based on online votes cast during the CBJ’s 2024 'Best of the Corridor' voting window, which was open from May 6, 2024 to May 17, 2024. Voting was open to the general public, and all firms within the CBJ’s coverage area were eligible for nomination. No cash or non-cash compensation was provided to participate. The CBJ, owned by Corridor Media Group, Inc., is a business periodical covering the Eastern Iowa Corridor.

Cedar Point Capital Partners is a Registered Investment Adviser. For information and important disclosures, visit www.cedarpointcap.com/disclaimers-disclosures.


The commentary on this blog reflects the personal opinions, viewpoints, and analyses of Cedar Point Capital Partners (CPCP) employees providing such comments and should not be regarded as a description of advisory services provided by CPCP or performance returns of any CPCP client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Cedar Point Capital Partners manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.