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: 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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Talking TIAA for University Employees

Talking TIAA for University Employees

Employees at Iowa’s public universities and colleges have access to TIAA, a retirement planning option that combines annuities and investments. Here’s why you should consider this plan when it’s time to make your decision.

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Capital Insights: Can the Stock Market Keep its Run Going? [July 2024]

Capital Insights: Can the Stock Market Keep its Run Going? [July 2024]

This month, Trent Von Ahsen looks at the stock market's impressive performance in the first half of 2024, and asks if it can keep the momentum going in the second half. What does the historical data say?

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