Customized solutions for your unique situation.

We believe that life is short and should be lived to the fullest. That's why 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.​

Our team members bring backgrounds in accounting, mergers and acquisitions, corporate finance, and corporate investing; and 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.

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. 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.​

For many women facing difficult transitions such as death or divorce, finances can be a challenge. Here at Cedarstone, we seek to come alongside women who are in need of resources and support. Whatever your situation, we are happy to encourage and empower you as you face new or difficult circumstances.

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 by volunteering our time and our resources to those in need.