Cedar Capital Advisors – Independent | Client Focused

Our goal is to build efficient portfolios for our clients that focus on downside protection. Take our complimentary risk profile questionnaire to see our suggestions to potentially improve your portfolio.

INVESTMENT MANAGEMENT

How long might I have to work to achieve my retirement goals and objectives?
Let us help you find the answers on your journey to financial freedom.

RETIREMENT
INCOME PLANNING

WINE & WEALTH

These events are strategically designed to be interactive and casual.
Our main goal at these events is to educate and arm attendees with
the sound understanding of how to hopefully become a smarter investor.

Learn More

A PLAN BUILT FOR YOU

Each individual client has different requirements. At Cedar Capital, we will always strive to consider your needs first. Your individual financial plan and initial portfolio recommendation is just the beginning of our commitment to personalizing the investing process.

PERSONAL AND PROACTIVE INVESTMENT ADVICE

Your financial advisor will get to know you and your investment needs. You will hear from us regularly, not because there’s a new product to sell, but because consistent communication is important to help you remain comfortable and on track with your investment goals.

FAIR AND TRANSPARENT FEES

At Cedar Capital, you will pay a fee based on the size of your portfolio. We do not earn commissions on trades and basing fees on the size of your portfolio aligns our interests with yours. If you succeed, we succeed.

Note, some of the investment strategies we may recommend invest partially or exclusively in investment products managed by affiliated investment advisers. In addition to the advisory fee, we will earn additional revenue as the investment adviser for these products. Further details will be fully disclosed in an agreement with you prior to selecting one of these strategies.

FIDUCIARY INVESTMENT ADVICE

We are bound by the law to act solely in the best interests of our clients. We will fully disclose any current or potential conflicts of interest throughout the entirety of our business engagement. We believe that transparency is a key pillar to building long lasting relationships with clients.

FULL FINANCIAL PLANNING

Instead of cobbling your financial team together with numerous and often conflicting sources of advice, Cedar Capital Advisors provides a complete team with a single point of contact. Let us become your personal CFO and try to help you on the road to long-term financial success.

PLANNING BASED APPROACH

At Cedar Capital Advisors, we are dedicated to a planning based approach. We believe constructing a personalized, in-depth financial plan will help to clear a path for your monetary and personal goals. We will spend time with you to find out what you want your assets to accomplish and form a full plan aimed at meeting your needs.

Our Services

Frequently Asked Questions

Retirement Income Planning

Social Security

Investment Risk Profiling

Investment Management

Financial & Retirement Planning

-Will my money last through retirement?
-What are my retirement investment options?
-How long do I have to work to achieve my retirement goals and objectives?
-What risk might I need to take in order to achieve these goals and objectives?

Social Security

-When should I begin taking Social Security?
-What strategies should be considered to maximize Social Security?
-What happens in the event of death, divorce, or disability?
-How does the income I receive from Social Security affect my overall financial plan?

Investment Risk Profiling

-Completion of Risk Profile Questionnaire
-Current Risk Assessment
-Portfolio Stress Testing
-How much risk am I currently taking in my portfolio?

Asset Allocation

-What’s the difference between different asset classes?
-What asset classes do I and should I have exposure to?
-How correlated are the investments in my portfolio?
-What fees am I currently being charged?

Upcoming Events

Wine & Wealth: 'ReInventing - Life After Work'

Stay tuned for future Wine & Wealth Events! TBD! View past events here!

Learn More →

Our Mission

“

I first knew I wanted to transition into retirement planning when helping my own father search for a financial advisor. With over 14 years in the financial industry, I couldn’t name anyone that I knew and trusted with my father’s assets. I figured others have felt the same way and that is why I helped create Cedar Capital Advisors.

Thomas Koleski, AIF®, Head of Financial Planning
Quarterly, I host ‘Wine & Wealth’ events. These events are strategically designed to be interactive and casual. We cover topics such as: estate planning, health insurance, taxes, and of course, investing for retirement. I realize that the topic of retirement is intimidating and complicated, therefore, my main goal at these events is to educate and arm investors, of all ages, with the sound understanding of how to hopefully become a smarter investor in an enjoyable and unique setting.

Thomas Koleski, AIF®, Head of Financial Planning