Founded in 2000, CedarPoint Investment Advisors, Inc. is an independent, fee-only Registered Investment Advisor (RIA) firm. The company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its core services include comprehensive wealth management, personalized financial planning, retirement planning, and investment management. They cater to a clientele of individuals, families, trusts, estates, and small businesses, focusing on creating long-term financial strategies tailored to individual goals.

Founded in

United States