A complete list of active advisors currently associated with Cedrus Wealth Group

Warmer can help you find a great advisor at Cedrus Wealth Group or one who fits your needs even better.

Cedrus Wealth Group serves individual and high‑net‑worth clients as well as pension and profit‑sharing plan sponsors, delivering discretionary and non‑discretionary portfolio management, financial consulting, and donor‑advised fund advisory services. The firm manages roughly $218 million on a team platform and provides both model‑based allocations and bespoke portfolio management for clients. The firm’s investment work is delivered mainly through discretionary portfolio management and model portfolios, and Cedrus employs a range of methods from fundamental and technical analysis to tactical strategies and alternative exposures when appropriate. It also aggregates and manages held‑away accounts via the Pontera platform and integrates an AI‑enabled estate and tax planning platform (Wealth.com) into its client support offerings. Notable differences from many peers include a formal affiliation with Rooted Tax Group, an accounting firm, which creates potential cross‑referral relationships and related conflicts of interest; the Wealth.com platform is offered standalone to non‑clients (with the fee waived for those who become clients). The firm also participates in the Raymond James Charitable donor‑advised fund program, requires clients to link held‑away accounts through Pontera (with a designated billing account for fee collection), and discloses the use of client testimonials in its advertising — practices that are uncommon among comparable team firms.

To learn more about the advisors currently working at Cedrus Wealth Group, 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.