A complete list of active advisors currently associated with Cedar Wing LLC

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

Founded in 2026 and owned by a single principal, the firm provides discretionary asset management and related financial planning services to individuals and high-net-worth clients. Services include tailored investment programs and optional comprehensive financial-planning reviews that may address estate, tax, retirement, insurance and college planning. Investment programs are built from clients’ stated goals, time horizons and risk tolerances and rely in part on fundamental analysis, with the firm managing accounts on a discretionary basis and permitting client-imposed investment restrictions. Accounts are reviewed regularly (at least quarterly) and the firm employs both long- and short-term strategies, treats cash as an asset class, and may rebalance or seek tax-loss harvesting opportunities as appropriate. The firm is affiliated with an accounting/tax practice operated by its principal and will offer tax planning services for separate compensation, a relationship the brochure discloses as a potential conflict of interest and for which mitigation procedures are described. It also notes that it does not act as a private fund adviser and requires custody through a designated custodian, features that distinguish it from many peers in its regulatory profile.

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

Name	Location	Years of experience
Seth Anderson	Shelburne, VT	0

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