FINANCIAL Life Planning
A trusted partner for your point in life.
Our Approach
The Cedar Point Difference
Experience local, custom portfolio management and holistic financial planning in an ensemble approach that seamlessly blends tax and estate planning with private wealth management.
Who We Are
Meet Our Team
Whether you live, work and play here in the Iowa City-Cedar Rapids Corridor or across the country, plan your future with someone you know, and who knows you.
Our Services
Our expertise across investments, tax and estate planning mean we can create a financial life strategy that grows with you. Our individual client services include:
As a CEFEX-certified firm, we also offer a variety of fiduciary-grade consulting services for our business and institutional clients, including:
- Retirement Plan Management
- Foundation & Endowment Management
Latest Insights
Capital Insights: Understanding March's Market Selloff
This month, Trent Von Ahsen takes a deep dive into the recent selloff in U.S. equities, from the factors behind it to whether it signals deeper economic concerns.
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We Are Now a CEFEX Certified Fiduciary Firm
Cedar Point Capital Partners has achieved the rigorous CEFEX certification, signifying that we meet the highest standards for investment fiduciary excellence and transparency. Can your advisor say that?
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Capital Insights: The Complex Picture Facing the Fed
This month, Trent Von Ahsen examines the Federal Reserve's recent decision to hold interest rates steady, and what may be influencing their outlook as we move further into 2025.
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