In the Press
A collection of our recent press coverage and company news.
OCT. 2, 2026
Nearly One-Third Of Americans Think AI Could Affect Their Earnings Before Retirement
Forbes
National business publication interviews Trent Von Ahsen about supplementing workplace retirement plans as workers weigh AI's potential effect on future earnings.
SEPT. 12, 2026
Hold To Maturity? Take a Closer Look at Your Bond ETF
TheStreet Pro
Investing publication interviews Trent Von Ahsen about the differences between holding individual bonds to maturity and owning bond ETFs with defined maturity dates.
Aug. 27, 2026
'I was told this annuity would pay 13.99% — but now I can't get my money. Help.'
MarketWatch
National financial news outlet interviews Trent Von Ahsen about the risks behind high-yield annuity promises, and how investors can protect themselves.
AUG. 27, 2026
Guaranteed Income Strategies for Retirement
U.S. News & World Report
National news outlet interviews Trent Von Ahsen about strategies retirees may use to build more predictable income in retirement.
AUG. 25, 2026
Billionaires Are Worried Their Children Won't Need Money. They'll Need Work.
The Wealth Advisor
Industry publication interviews Trent Von Ahsen about how high-net worth families may structure inheritances to provide opportunity without removing a child's initiative.
AUG. 19, 2026
How to Invest $1 Million
Forbes
National business publication interviews Trent Von Ahsen about how investors may approach putting a $1 million portfolio to work.
AUG. 14, 2026
8 Ultra-Wealthy Estate Planning Secrets You Can Borrow Today
Kiplinger
National personal finance publication interviews Trent Von Ahsen about estate planning strategies used by ultra-wealthy families.
JULY 27, 2026
Cedar Point Named to Fastest Growing Companies List
Corridor Business Journal
Regional business publication names Cedar Point Capital Partners to its 2026 Fastest Growing Companies list for a second consecutive year.
Honors & Certifications
A collection of our team's most recent financial certifications and designations.
Aaron Epstein is an Enrolled Agent
An Enrolled Agent (EA) is the highest credential the IRS awards, authorizing the holder to represent taxpayers before the agency.
Nicholas Timm is a Tax Planning Certified Professional® (TPCP®)
TPCP® designees demonstrate advanced knowledge in tax planning strategies for individuals and businesses.
Aaron Epstein is an Accredited Investment Fiduciary® (AIF®)
AIF® designation signals the fiduciary tools and knowledge needed to serve a client's best interest.
David Ernst is a Professional Plan Consultant® (PPC®)
PPC® designees have a framework for managing optimized retirement plan strategies for businesses.
Trent Von Ahsen is an Accredited Investment Fiduciary Analyst® (AIFA®)
AIFA® designees are certified to assess an entity's conformity to a "Global Fiduciary Standard of Excellence."
Nicholas Timm is a CERTIFIED FINANCIAL PLANNER® Professional
CFP® professionals are held to the highest ethical and educational standards.
Nicholas Timm is a Chartered Financial Consultant® (ChFC®)
An advanced designation reserved for advisers capable of providing sound financial advice.
Nicholas Timm is an Accredited Investment Fiduciary® (AIF®)
AIF® designation signals the fiduciary tools and knowledge needed to serve a client's best interest.
Our Memberships
March 20, 2025
Cedar Point Capital Partners Earns CEFEX Certification for Fiduciary Excellence
The firm becomes first Eastern Iowa-based wealth management firm, and one of less than 250 across the world, to hold this rigorous, independent certification for fiduciary excellence.
Feb 2, 2022
Cedar Point Capital Partners Launches to Offer Holistic Capital Management
Backed by three seasoned financial professionals, Cedar Point Capital Partners has launched in Eastern Iowa and is now offering clients across the country access to fee-only, relationship-based financial life planning services.