A complete list of active advisors currently associated with Cedar Cove Wealth Partners
Warmer can help you find a great advisor at Cedar Cove Wealth Partners or one who fits your needs even better.
Cedar Cove Wealth Partners provides discretionary investment management and financial planning to a mix of individual clients (including high-net-worth individuals) and institutional clients; as of December 31, 2025 the firm reported approximately $455,020,729 in assets under management across about 2,036 accounts and a team of 10 advisors. Services described in the brochure include ongoing portfolio management, financial planning, and estate planning coordination delivered in partnership with EncorEstate Plans, with most accounts managed on a discretionary basis. The firm employs a blend of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG considerations where appropriate, and implements portfolios using model portfolios and third‑party strategists accessed via TAMPs such as Adhesion and Advyzon Investment Management (AIM). Cedar Cove conducts continuous oversight with regular monitoring and rebalancing, uses Pontera Solutions for certain held‑away accounts, and operates its own wrap program in which transactional and custodial fees are absorbed by the firm. What is distinctive in the brochure is the combination of operational and client‑facing features that are statistically uncommon for peer teams: Cedar Cove is the sponsor and manager of a wrap fee program, has an affiliation with tru Independence and related advisers for platform and support services, and discloses that several supervised persons are licensed insurance agents who may offer commissionable insurance products. The firm also documents client communication and education efforts—periodicals/newsletters and seminars/workshops—alongside its use of third‑party platforms and estate‑planning coordination as part of its service mix.
To learn more about the advisors currently working at Cedar Cove Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Cedar Cove Wealth Partners's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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