We are passionate about working alongside you to help you fulfill your objectives. We believe the first step in helping you achieve your goals is to know where you want to go, and the second step is planning how you’ll get there.
We believe that people themselves are the most worthwhile investment and that understanding your story and what you value is key to understanding how we can best serve you.
With more than 25 years of industry experience, our team is passionate about what we do. But don't just take our word for it. Get to know us yourself.
For us, financial planning isn't about closing business, but about building relationships. Our most valuable asset is the trust our clients place in us.
We've written hundreds of articles and published two books on topics ranging from tax efficiency to value-based investing. We write because we believe that education is empowering.
Customized Solutions for Your Situation
Families and Individuals
We believe that life is short and should be lived to the fullest. We offer customized planning solutions to fit your unique situation so you can spend less time worrying and more time doing the things you love. We work with singles, couples, families with estate needs, executives with complicated benefits, and every situation in between.
Corporations and Small Businesses
Our team members bring backgrounds in accounting, mergers and acquisitions, corporate finance and corporate investing. We offer customized solutions in cash management, 401k planning, and pension management. By doing what we do best, we allow your company to focus on doing what you do best.
Foundations and Non-Profits
Whether you're running an orphanage, creating clean water, or working to end hunger, like some of our existing clients, we're here to help make sure that the money you've been entrusted with is put to work. Click below to learn more about how we can help grow your foundation and further your impact.
As a hardworking professional, you don't have time to worry about whether you're making the right decisions for the future. You want streamlined investing options and access to a professional for those important life decisions. We hear you. That's why we've created a special product for those wishing to get started on building a stable financial future.
At Cedarstone we like to say we wrote the book on how to retire from Southern California Edison. We continue to enjoy our clients there and the relationships we have with them. Whether you are just starting with the company or have worked at Edison for 30 years, this book is for you. Written specifically for Southern California Edison employees by expert advisors, we’ll walk you through what it takes to successfully retire from Southern California Edison.
Since our humble beginnings, we have been blessed by steady growth and confident support from our clients. Out of a deep sense of gratitude, we're building a culture of giving back: volunteering our time and our resources to those in need. Check out some of the ways we give back to our local and global communities.