Atlanta, GA Office

Cedarwood Wealth manages investment and planning relationships for individuals (including high-net-worth clients), family investment vehicles, retirement plans, trusts, estates, charitable organizations and corporations. The firm reports approximately $213 million in assets under management across about 111 client relationships and operates with a three-advisor team, offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services.

The firm customizes portfolios using a mix of no-load funds, ETFs, individual stocks and bonds and, where appropriate, non-liquid limited partnership vehicles, and it employs fundamental analysis, modern portfolio theory and cyclical analysis to guide asset allocation and rebalancing. Cedarwood Wealth may engage third-party sub-advisors for specific strategies, conducts ongoing manager due diligence, and frames its advice under a fiduciary standard for retirement accounts and other clients.

Notably, Cedarwood Wealth combines a small advisory team with institutional-scale AUM and discloses serving business development company clients, an uncommon client type among peers. The brochure also highlights that, while the firm states no formal account minimum, it may decline accounts under $500,000 and provides ERISA 3(38) investment manager services for employer-sponsored plans, which differentiates its service mix from many similarly sized firms.