Cedar Capital, LLC is a Registered Investment Adviser located in both the West and Northwest Suburbs of Chicago. Cedar Capital Advisors, the direct client arm of Cedar Capital, LLC, is led by head financial planner Thomas Koleski. Tom is both a CERTIFIED FINANCIAL PLANNER™ and an Acdredited Investment Fiduciary® and has over 16 years’ experience within the financial industry. He is backed by a team with MBAs from The University of Chicago Booth School of Business with over 45 years of portfolio construction experience combined.
Koleski and the investment team merged forces in 2017, allowing Tom to focus more on the individual investor. His mission was to offer personalized service with convenient office hours, one-on-one meetings and a comprehensive list of investments, all while helping his clients pursue their vision of financial success.
Tom has the flexibility to accommodate a wide range of client preferences and risk profiles; keeping with the “big enough to serve, small enough to care” mentality that Tom has instilled.
Our goals at Cedar Capital Advisors are simple:
— Always act in the client’s best interest
— Provide our clients with comprehensive financial plans and adjust as neccesary
— Educate, have fun and treat the client as family
Whether it’s your first time working with a financial planner or you’d like to get a second opinion; please contact us for a complimentary portfolio review.