— Services —
Outcomes, not products.
We don’t sell investment products. We solve the real questions that keep successful families up at night.
Planning Your Retirement
Will your money last? We build a plan that answers the question with clarity.
- Retirement income strategy
- Withdrawal sequencing
- Social Security timing
- Healthcare and Medicare planning
Reducing Lifetime Taxes
Strategies that may help you keep more of what you've earned — over a lifetime, not just this year.
- Roth conversion analysis
- Tax-aware withdrawal planning
- Charitable giving strategy
- Coordination with your CPA
Making Work Optional
Know exactly when you can retire — and what it takes to get there.
- Cash flow and savings analysis
- Scenario modeling
- Equity comp and stock options
- Business owner exit planning
Coordinating Every Financial Decision
Your investments, taxes, insurance and estate plan working together — that's the Personal CFO difference.
- Investment management
- Estate plan coordination
- Insurance review
- Ongoing financial concierge
One trusted advisor. Every financial decision.
Cedar Capital Advisors is a fee-only, fiduciary, independent RIA — so the advice you get is the advice you need.