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

Cultivate Today.

Cleveland Financial Planners Cedar Brook Financial

News

 

5.29.15

Rebecca Bar-Shain to be Panelist at Women in Finance Event

Rebecca Bar-Shain, a partner at one of the region's largest independent wealth management firms, Cedar Brook Financial Partners LLC, will be one of four panelists at the Women in Finance event June 4 at the Cleveland
Racquet Club in Pepper Pike.> Read More

5.18.15

Cedar Brook Financial Partners' Howard Slater, MBA, MSFS®, ChFC®, CLU, Completes Another Year of Teaching Financial Literacy to Teens

Cleveland financial advisor, Howard Slater, served as a Junior Achievement volunteer and entrepreneur mentor for high school students.

> Read More

 
 
 
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