In the Press
A collection of our recent press coverage and company news.
Jun. 11, 2026
‘Stuck in a rut.’ I’m 68 and even after 20 years of trying I’m not breaking even. What’s wrong here?
MarketWatch Picks
National financial outlet interviews Trent Von Ahsen on maintaining a diversified portfolio structure.
May 21, 2026
Fed Officials Leave Door Open To Rate Hike—Here’s What It Could Cost Credit Card Borrowers
Forbes
Popular financial outlet features Trent Von Ahsen on managing credit card debt amid potential Federal Reserve rate hikes.
May 12, 2026
4 Things Most People Regret Buying in Retirement, According to Experts
Parade
National lifestyle magazine features Trent Von Ahsen on avoiding financial regret in retirement
Apr. 27, 2026
Form ADV: What It Is and How to Use It to Vet a Financial Advisor
WSJ Buy Side
Trent Von Ahsen is interviewed by Wall Street Journal Buy Side about specific Form ADV sections and how they can help you vet your next partner.
March 16, 2026
Retiring Soon? Expert Explains How IRAs and 401(k)s Work
The Independent
International news outlet interviews Trent Von Ahsen about the strategic differences between IRAs and 401(k) retirement accounts.
March 12, 2026
David Ernst named to Iowa 500 List
Corridor Business Journal
Regional business publication names Cedar Point's David Ernst to its annual list of the top 500 Iowa business and governmental leaders.
March 3, 2026
4 Spring Expenses Retirees Should Plan for Now
Yahoo! Finance
National web outlet interviews Trent Von Ahsen about four key spring expenses retirees should budget and plan for as warm weather returns.
Feb. 17, 2026
Bonds vs. Money Markets vs. CDs: Which is Right For You?
WSJ Buy Side
National publication interviews Trent Von Ahsen about the differences between bonds, money market funds and certificates of deposit (CDs).
Honors & Certifications
A collection of our team's most recent financial certifications and designations.
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.
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.
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.