Cedarstone Advisors announced today that Matt Davis has joined the firm to further develop their investment research and financial planning capabilities. Matt Davis comes with a wealth of experience within the Industry, having spent the last four years at Manchester Financial where Matt was instrumental in portfolio management, trading, and financial planning. He is rejoining Steve Coker who was also from Manchester Financial where they worked closely together.
Matt joins Cedarstone as an Investment Advisor to continue their push into comprehensive financial management. Matt comments “I am really excited about the new challenges here at Cedarstone. My vision has always been to go beyond simply investment management and to look more specifically at individual’s specific circumstances and craft a more holistic approach to managing their wealth.” Steve Coker, Founder and CEO said, “We are really excited to have Matt join the team. I had the privilege of working closely with him before and believe he will be a key asset in making sure our clients receive the best service possible.”
About Cedarstone Advisors
Cedarstone Advisors is a fee-only investment advisory firm based in Westlake Village, CA.
We believe there is more to investing than simply picking stocks and bonds. A successful investment strategy begins with careful planning to achieve a desired result. Money typically is not the end goal but a means to it. We help you articulate what you are trying to do with your assets and then craft the most efficient way to achieve your goals. Once we have a plan, we can match it with the appropriate asset allocation given your risk tolerance. We then finalize your plan with optimizing draw and tax strategies to make sure you get the most out of your assets.
Our hope during this process is to give you the confidence to go forward in life without having to stress about market fluctuations knowing that you have a plan that is not based on unrealistic market returns. Cedarstone is here to partner with you and to be a life-long relationship that we believe will be mutually beneficial. We cherish our clients and hope you too will become part of the Cedarstone family.