In the Press
A collection of our recent press coverage and company news.
Aug. 10, 2025
Cedar Point Capital Partners discusses new "Trump Accounts"
KCRG-TV9
News station interviews Cedar Point Capital Partners on new Trump Accounts created in tax reform law.
Aug. 7, 2025
Trent Von Ahsen talks innovative 529 strategies for talent development
CompTIA
Global tech association interviews Von Ahsen on ways companies can use 529s to help workers upskill.
JULY 28, 2025
Cedar Point Capital Partners named to Fastest Growing Companies List
CBJ
Firm ranks No. 8 on annual list of Corridor's 25 fastest growing private companies.
JUNE 30, 2025
Cedar Point Capital Partners named 2025's Best Wealth Management Team
CBJ
Firm awarded the regional honors by Corridor Business Journal readers for second consecutive year.
March 30, 2025
Cedar Point Capital Partners earns certification for fiduciary excellence
The Cedar Rapids Gazette
Firm becomes first investment adviser based in the Corridor to earn rigorous CEFEX certification.
July 1, 2024
Cedar Point named 2024's Best Wealth Management Team in Corridor
CBJ
Encompassing 49 categories, ranging from the best professional firms to the best cultural attractions.
May 3, 2024
Cedar Point Capital Partners celebrates new office with ribbon-cutting
CBJ
Members of Cedar Point Capital Partners held a ribbon cutting for the firm’s founding office space.
Nov. 5, 2023
Nicholas Timm joins Cedar Point Capital Partners
The Cedar Rapids Gazette
The region’s leading daily newspaper spotlights Nicholas Timm upon joining the firm.
Honors & Certifications
A collection of our team's most recent financial certifications and designations.
Bridget Davis is an Accredited Investment Fiduciary® (AIF®)
AIF designation signals the fiduciary tools and knowledge needed to serve a client’s best interest.
Trent Von Ahsen is a Retirement Management Advisor® (RMA®)
An advanced certification for advisers building custom retirement income plans to mitigate risk and improve outcomes.
Nicholas Timm is an Accredited Investment Fiduciary® (AIF®)
AIF designation signals the fiduciary tools and knowledge needed to serve a client’s best interest.
Nicholas Timm is a Chartered Financial Consultant® (ChFC®)
An advanced designation reserved for advisers capable of providing sound financial advice.
Nicholas Timm is a CERTIFIED FINANCIAL PLANNER® Professional
CFP® professionals are held to the highest ethical and educational standards.
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.”
David Ernst is a Professional Plan Consultant® (PPC®)
PPC designees have a framework for managing optimized retirement plan strategies for 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.
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.