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Who We Are

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Your local partners in financial planning and wealth management.

We’re Cedar Point Capital Partners, a homegrown firm built to offer a different kind of client experience.

We're building relationships in an industry known for transactions, and portfolios based on data-backed investment strategies—not fads.

Let's grow together.


Cedar Rapids / Iowa City


Over 50 Years Experience


Powered by Modern Technology


Focused on Relationships


Independent & Dedicated

Iowa City

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.

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Our History

How we came together

Cedar Point Capital Partners was born out of our desire to build relationships, not just assets.

We’re Iowans, which means we’re generally pretty friendly. We like getting to know our clients on a deeper level and building connections that last. Unfortunately, these days, it feels like that approach runs counter to many financial services firms.

Discover Our History