Built on evidence. Selective by nature.
We draw on decades of research into what actually drives long-term results, and then apply judgment selectively. We don't chase what's next. We stay grounded in what works and disciplined about what doesn't.
Here are the principles behind our approach, and how they build confidence in wealth.
Start your planning journey today.
The Four Cornerstones
The commitments behind our work
Evidence-Based Investing
We build portfolios on what decades of research actually support—low-cost, broadly diversified, and grounded in the forces that have driven long-term results. Your wealth should rest on proof, not predictions.
- Research-backed strategies
- Risk-aware advice
- Long-term perspective
This month, Trent Von Ahsen examines what real-time economic data reveals about the economy right now — and why the headline noise may be telling a different story than the underlying numbers.
Full-Time Fiduciary
A fiduciary is legally bound to put your interests first, but plenty of firms claim the word without living it full-time. We're paid by you and no one else, and our process is independently audited against fiduciary standards.
- SEC-Registered Investment Adviser
- CEFEX-Certified
- Fee-only, always
When it comes to planning your financial future, we believe that trust and transparency is critical. Here's how a fee-only, fiduciary model enables that.
Disciplined Process
Discipline is what protects a good strategy from human nature. The hardest part of investing is rarely the analysis; it's staying the course when markets turn and the noise says chase. We're built to hold the line.
- Rules-based rebalancing
- Loss limit planning
- Held to ongoing review
Retirement income isn’t just about how much you withdraw. It’s about when, from where, and how those decisions may shape your long-term tax picture and financial flexibility.
Integrated Planning
We bring your investments, tax planning, and estate considerations into one coordinated view, so each decision is made with the others in mind. That's how a plan stops being a collection of accounts and starts working as one.
- Tax-aware strategy
- Estate & legacy focused
- Medicare & insurance planning
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.
One team, fully aligned
At Cedar Point Capital Partners, you're supported by a coordinated, ensemble approach with the right people informed and aligned around your plan.
That creates consistency beyond any one adviser, and a relationship built on focus, discretion, and accountability.
Our Process
A clear path, by design
Working with us is intentional from the first conversation. Here's what the path looks like, in three steps:
1. Determine mutual fit
Focused conversations to understand your priorities, your goals, and whether we're the right partner for your future.
2. Build your strategy
We build a tailored blueprint, grounded in evidence and handcrafted for your specific goals.
3. Live confidently
Clear decisions, aligned execution, and the confidence to use your wealth with intention.
Recognized for how we work—and who we work for
Voted Best in the Corridor
Named the Corridor's top wealth management team three years in a row by Corridor Business Journal readers.
Certified for Fiduciary Excellence
CEFEX-certified—one of fewer than 300 firms worldwide, and the first firm based in Eastern Iowa.
Featured in National Financial Media
Our perspectives have appeared in Fortune, The Wall Street Journal, MarketWatch, and more.