When we founded Cedar Brook in 2005, our mission was to overcome a prevailing challenge facing families who wished to plan for and manage their financial affairs. Our industry leads consumers to view planning through a filter of numbers first and foremost. These numbers centric conversations are so hollow it becomes tough to get grounded about what makes sense for you personally. How can a plan truly serve you if it’s developed in a vacuum of context?
We believe the solution lies in a philosophy and an approach that we’ve coined The Humanity FactorTM. Anyone can chase return or design fancy financial products. In contrast, The Humanity Factor is about learning who you are as an individual, husband, wife or parent; as a leader, mentor or philanthropist. It’s about your relationships, your life’s work, your passions and your contributions. It’s about the families, the advisors and the firm working together toward a common purpose: to honor you as the central figure of your own planning. Only when we know who you are can we prudently and wisely advise you on where to go. That’s The Humanity FactorTM.
Cedar Brook Financial Partners
NOTICE - Holiday Hours
Please note that our office will be closed during the following times for the Thanksgiving Holiday.
Wednesday 25th - The office closes at 3:00
Thanksgiving - Closed All Day
Friday 27th - The office closes at 1:00