Independent Fee Only Financial Planning, Retirement Planning, and Wealth Management
Fee-Only Cedar Financial Advisors, LLC is fee-only. That means our only compensation is from the client. This aligns our interests and allows the client to get purely objective advice.
Comprehensive Financial Planning We look at your entire financial life as a whole, not just parts. This will make sure that a recommendation or action taken concerning one aspect of your financial life complements all other considerations.
NAPFA-Registered Financial Advisor NAPFA (National Association of Personal Financial Advisors) is an association of fee-only advisors across the country which binds members to a Fiduciary Oath, a Code of Ethics, and high educational standards.
As NAPFA-Registered Financial Advisors, we are bound by the NAPFA Code of Ethics and must sign the NAPFA Fiduciary Oath annually. Additional prerequisite requirements include a broad-based advanced education in financial planning, three years of comprehensive planning experience, and the submission of a comprehensive financial plan for peer review. We must also offer comprehensive planning services and participate in a minimum of 60 hours of approved continuing education every two years.
The Fiduciary Responsibility Acing as a Fiduciary means that we are legally held to act in good faith and in the best interest of the client and provide written disclosure of any conflicts of interest.
Independence Because Cedar financial Advisors, LLC is not affiliated with or a subsidiary of any other firm, we are free to make recommendations from all possible sources. This allows us to recommend what is truly in your best interest.