FINANCIAL Life Planning

A trusted partner for your point in life.

Let's grow together

Our Approach

The Cedar Point Difference

We're combining financial planning and wealth management with a partnership focus that puts you first. See how we're different:

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Full-Time Fiduciary

We’re independent and solely dedicated to your best financial interests.

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Fee Only

We believe in transparency—no hidden expenses, costs or commissions.

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Relationship Driven

You're more than a number, and we're more than financial advisers.

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Evidence Based

We build portfolios based on data—not fads—backed with academic rigor.

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Client Centric

No matter where you are in life, we can tailor our services to your needs.

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Tech Forward

Manage your capital from anywhere with access to the latest digital tools.

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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.

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David
Ernst

Partner
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Bridget
Davis

Partner
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Trent
Von Ahsen

Partner
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Nicholas
Timm

Director
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Emma
Schwartz

Associate
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Our Services

Our experience and technology mean we can handle just about any financial challenge you’re facing. Our client services include:

  • Holistic Financial Planning
  • Fiduciary Investment Management
  • Retirement Planning
  • Risk Management
  • Tax & Charitable Strategies
  • Private Wealth Management
  • Estate Planning
  • Portfolio Monitoring

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Latest Insights

Capital Insights: Keep Politics Out of Your Portfolio [Sept. 2024]

Capital Insights: Keep Politics Out of Your Portfolio [Sept. 2024]

This month, Trent Von Ahsen explains investing based on your politics is generally a bad idea for your investment portfolio. Be ready for whatever this year’s election brings.

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Making the Most of Equity Compensation

Making the Most of Equity Compensation

Being paid in company stock is a career milestone for many, but it also introduces a number of timing and tax complexities. Here’s how to make it work for you.

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Capital Insights: Riding the Equities Rollercoaster [August 2024]

Capital Insights: Riding the Equities Rollercoaster [August 2024]

This month, Trent Von Ahsen continues his look at the US equity market, but focuses on the recent volatility that shook investors. Was August's sell-off a sign of trouble to come or just the price of admission?

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