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 is a registered investment adviser that serves individual and high‑net‑worth clients, offering discretionary and non‑discretionary portfolio management, financial consulting, and complimentary educational seminars and workshops. As of late 2025 the firm managed roughly $217.8 million for about 550 clients and operates as a four‑advisor team. The firm commonly implements model portfolios and may be granted discretionary trading authority, and it also offers tactical portfolios that can include an external asset manager. Cedrus discloses a wide investment toolkit — including equities, fixed income, derivatives, leveraged ETFs, private placements, real estate, and digital assets — and notes that tax efficiency is not its primary management focus, advising clients to consult tax professionals. Compared with many peers, Cedrus discloses an operating affiliation with Rooted Tax Group and that it recommends clients consider that affiliate for accounting services, a relationship the brochure identifies as a potential conflict of interest. The firm’s brochure also indicates it uses client testimonials in advertising and recently ended dual registration with a broker‑dealer while adding no‑cost educational events, operational details that distinguish it from many other team advisers.

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.