A complete list of active advisors currently associated with Cedar Mountain Advisors, LLC

Warmer can help you find a great advisor at Cedar Mountain Advisors, LLC or one who fits your needs even better.

Cedar Mountain Advisors is a team-based registered investment adviser that provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, charitable organizations and corporations. The firm manages assets through its proprietary model portfolios and program relationships (including an SEI asset allocation program and use of third‑party money managers) and generally charges asset‑based advisory fees. The firm assigns clients to proprietary model portfolios based on suitability factors such as investment objectives, time horizon and risk tolerance; representatives develop, monitor and update those models and execute periodic rebalancing. Portfolios may include mutual funds, ETFs, individual securities, annuity products and sub‑advised third‑party strategies, and the brochure notes a contrarian tilt with tactical or strategic changes occurring infrequently (typically 0–4 times per year). Noteworthy for a firm of this type, some representatives are licensed insurance agents and may receive commission income from insurance sales and also provide tax‑preparation services, a practice the brochure discloses as a potential conflict of interest and states clients are not required to use. The firm also emphasizes services that are less common among peers, including ERISA 3(21)/3(38) retirement plan fiduciary work, formal law‑firm consultation arrangements for client analyses, and solicitor/referral relationships with third‑party managers, and it discloses receipt of custodial support and research benefits.

To learn more about the advisors currently working at Cedar Mountain Advisors, LLC, 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.