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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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

Tax Loss Harvesting: A Primer for Investors

Tax Loss Harvesting: A Primer for Investors

Could taking a loss be the key to maximizing your future returns? Discover how tax loss harvesting can unlock surprising benefits for your portfolio.

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Capital Insights: Uncharted Territory for the LEI [Oct. 2024]

Capital Insights: Uncharted Territory for the LEI [Oct. 2024]

This month, Trent Von Ahsen explores the uncharted territory the U.S. economy finds itself in, as reflected by the Conference Board's Leading Economic Index. Is this trusted economic gauge still reliable?

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Answers to Your Burning Financial Questions (2024 Edition)

Answers to Your Burning Financial Questions (2024 Edition)

We’re answering some of your most burning financial questions, from interest rates to the election to alternative investments. What financial and wealth management questions do you have?

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