top of page


CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The information contained on this website is provided for general informational purposes and should not be construed as investment advice. Cedarstone Advisors makes no representations or warranties about the accuracy or completeness of the information contained on this site. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Cedarstone Advisors endorses, sponsors, promotes, and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.  The content of articles posted on the website do not necessarily represent the actual views or opinions of Cedarstone Advisors or any of its employees. The opinions expressed by guest writers and/or interviewees are strictly their own and do not necessarily represent those of Cedarstone Advisors.

Information on this website and others should be used at your own risk. Past performance does not guarantee future results. Securities investments involve risk; returns in such investments vary and may involve gain or loss. The materials and content herein are not a substitute for obtaining professional tax, personal financial planning, or other relevant financial advice from a qualified person or firm.

This site is published for residents of the United States only. Registered Representatives of Cedarstone Advisors, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state. A copy of our written disclosures statement discussing our advisory services and fees is available upon request.

bottom of page