Cedarmill Financial | Your Family Office
Our Capabilities
Cedarmill Financial provides wealth management and financial advising to select business owners and entrepreneurs. Our boutique advising firm offers specialized advice to fit the needs of small family offices or entrepreneurs with closely held ventures. Cedarmill provides a holistic yet analytical approach, with the goal of driving your personal and financial success.
Core features
Communication-forward
Honest and open communication are at the heart of every winning relationship. We'll always prioritize effective communication and use a variety of mediums to maintain contact. We tailor check-ins and your advising strategy to match your communication style.
Technology-supported
We believe in using technology to drive efficiencies, increase transparency, and to simplify wealth management. Using the best technology in the industry helps us focus on delivering a superior client experience. You can expect simple, digital platforms that are easy to navigate and make sense of.
Fiduciary Standard
As a Registered Investment Advisor, we're held to a fiduciary standard which requires us to put our clients interest before anyone else. Unlike brokers, we don't receive commissions or any other compensation tied to your transaction activity. Rest assured, our fees go into delivering you pure, objective advice.
Entrepreneurial-outlook
We work primarily with entrepreneurs and business owners so we understand the rewards and challenges that come with this role. We know that an ownership mentality is as much of a lifestyle choice as it is a vocation. Our advice and solutions are tailored to meet your needs as the owner of a company.
Holisitcally-focused
At Cedarmill Financial, we
are holistically-focused on your entire wealth paradigm. We'll consider quality of life concerns in addition to economic performance when we make recommendations. We'll help you measure the cost and benefits of various wealth strategies and empower you to make effective decisions.
Balance-sheet approach
Equity in your closely-held business is a critical tool in appreciating your financial position over time. We'll analyze your wealth from a balance sheet perspective and incorporate your equity into our advising plan for you and your family.
What makes us a great fit?
You own one or more closely-held companies that is a significant part of your financial picture
You’re interested in building sustainable wealth based on discipline, performance, and integrity
You view things holistically and care about quality-of-life concerns in addition to strong financial performance
You prefer an objective approach to financial management and would like to assess different options prior to executing a plan