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

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

Cedar Spring Advisors serves individual and high‑net‑worth clients as well as charitable organizations, offering discretionary and non‑discretionary portfolio management alongside financial planning and consulting services. As disclosed in the brochure, the firm reported about $169 million in assets under management across roughly 284 client relationships as of December 31, 2025. The firm tailors investment programs to client goals and risk tolerance using fundamental analysis and a mix of long‑term, short‑term and options strategies, with periodic reviews that include rebalancing and tax‑loss harvesting opportunities. Cedar Spring also implements third‑party managed solutions — including SEI’s managed account and mutual fund model programs and an American Funds platform — and may appoint sub‑advisors or model managers to execute agreed strategies. Distinctive operational features include a firm policy requiring custody with Charles Schwab, SEI or American Funds rather than permitting directed brokerage, and a small advisory team that operates from three offices. The firm’s principals also engage in insurance sales and tax‑preparation activities (disclosed as potential conflicts of interest and addressed by firm procedures), and the firm does not vote client proxies, directing clients to vote their own proxies.

To learn more about the advisors currently working at Cedar Spring 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.