Financial Planning & Wealth Management

There's no doubt that financial planning is a hot topic today. It seems a day doesn't go by without a major story in the media about how far behind Americans are in planning and saving for the days when work no longer occupies the bulk of their time and attention.

But while financial planning may seem to be a trendy issue today, it's something that the professionals at Cedar Brook Financial Partners have focused on throughout their long, distinguished careers in helping individuals manage, grow and preserve wealth.

When we founded Cedar Brook in 2005, we set out to create a firm that embodied our passion for helping people achieve their financial goals. By bringing together the experience and expertise of leading investment, insurance, and financial planning professionals, working through the registered investment advisory firm, Securities America Advisors Inc.

  • Financial planning is the main business of the advisors at Cedar Brook - not a side offering to help brokers sell stocks and bonds - which results in financial plans highly customized to your situation.
  • We have no vested interest in selling a particular suite of investment and insurance solutions, which means you always get independent, objective investment advice.
  • We have the scale, resources and breadth of expertise necessary to build the optimal financial plan for each individual investor.

With more than 50 professionals overseeing in excess of $2 billion of client assets, the advisors at Cedar Brook represent the best elements of other financial planning models - combining them in a highly collaborative environment that encourages our professionals to exchange ideas and best practices with each other for the betterment of all Cedar Brook clients.

We invite you to explore our website to learn more about Cedar Brook and how we can help you meet your wealth management goals. Read about the advisors' at Cedar Brook investment philosophy and approach to financial planning or click on the appropriate link below for more details on how our expertise can help you address your specific financial challenges.