A different kind of firm, a different kind of team
Cedar Point Capital Partners is independent by design, evidence-driven by discipline, and rooted in the Iowa City–Cedar Rapids Corridor by choice.
In an industry often focused on transactions, we focus on decisions grounded in research and relationships built over time.
Rooted in the Corridor
Progress with Purpose
Independent & Fee-Only
CEFEX-Certified
Evidence-Driven
Who We Are
The people behind your plan
Behind every financial plan is a group of people who take your goals personally. Get to know the team that takes the time to understand your situation, support your plan, and help you work toward what matters most.
Our History
How we came together
Cedar Point Capital Partners began with three advisers who had spent their careers inside the financial industry and grew convinced there was a better way to practice.
The vision was a firm centered on advice rather than products, evidence rather than trends, and lasting relationships rather than transactions.
We set out to prove the alternative: independent, fee-only, and built on relationships meant to last. We're still proving it today.