Independent and Comprehensive Wealth Management Expertise

The advisors at Cedar Brook Financial Partners deliver financial planning and wealth management strategies, retirement plan consulting, employee benefit consulting, and insurance and risk management services designed to meet each of our client’s individual needs.

We’re one of the largest independent wealth management firms in the Cleveland region. Our independent structure allows us to develop individualized, comprehensive financial plans that are built around our clients’ needs rather than being limited by the products a single company has to offer.

Cleveland Financial Planners Cedar Brook Financial




3 Cedar Brook Speakers at Not-For-Profit Leadership Symposium

Three of our Cedar Brook team members will be speaking at the Not-For-Profit Leadship Symposium in Cleveland, Ohio on October 10, 2014.

> Read More


Cedar Brook's Rebecca Bar-Shain, CFP, MBA, receives Women's Choice Award as One of Top Financial Advisors in the U.S.

National organization recognized Cleveland's Rebecca Bar-Shain as one of an elite group of financial advisors who effectively serve women clients.

> Read More

5885 Landerbrook Drive, Suite 200
Cleveland, OH 44124
P: 440.683.9200 | F: 440.683.9100
6960 Orchard Lake Road, Suite 120
West Bloomfield, MI 48322
P: 248.538.1616 | F: 248.932.0205
15300 Pearl Road, Suite 201
Strongsville, OH 44136
P: 800.922.6931 | F: 440.238.6143
3801 PGA Blvd., Suite 600
Palm Beach Gardens, FL 33410
P: 561.627.6992 | F: 561.627.6994