A complete list of active advisors currently associated with Cedar Valley Wealth Advisors
Warmer can help you find a great advisor at Cedar Valley Wealth Advisors or one who fits your needs even better.
Cedar Valley Wealth Advisors provides discretionary portfolio management, IRA fiduciary services, and employee benefit plan consulting to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and businesses, integrating financial planning into its managed‑account services rather than offering standalone planning. The firm reports approximately $172.5 million in assets under management and operates with a small advisory team supporting client portfolios and retirement accounts. Investment decisions are guided by long‑term, asset‑allocation driven strategies that emphasize broadly diversified, low‑turnover mutual funds—primarily institutional‑class Dimensional Fund Advisors funds—with strategic tilts toward small‑cap and value exposures and periodic, tax‑aware rebalancing. The firm relies on academic research and proprietary modeling to produce written investment policy schedules, manages accounts on a discretionary basis, and reviews portfolios at least annually. Distinctive features noted in the firm’s Form ADV include an affiliation with an accounting and tax practice whose principals devote a portion of their business time to accounting services (with conflicts disclosed and addressed in the brochure) and a disclosed practice of permitting borrowing in separately managed accounts, an approach the firm identifies separately from its typical mutual‑fund‑based strategies. The firm also maintains institutional custody relationships and negotiated access to DFA institutional funds that are generally available through advisor channels.
To learn more about the advisors currently working at Cedar Valley Wealth Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Cedar Falls, IA
| 24
| |
Cedar Falls, IA
| 1
| |
Cedar Falls, IA
| 24
|
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