FINANCIAL Life Planning

A trusted partner for your point in life.

Let's grow together

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.

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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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CEFEX Certified

The first Corridor-based firm, and one of less than 300 globally, certified for fiduciary excellence.

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Relationship Driven

We lean in to the importance of connections, relationships, and serving others.

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Evidence Based

We maintain comprehensive, cutting-edge knowledge and thought leadership in our field.

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Tech Forward

We use innovative financial technology to provide confidence and deliver results.

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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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Trent
Von Ahsen

Partner
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Bridget
Meier

Partner
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Nicholas
Timm

Director
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Aaron
Epstein

Director
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Khloe
Burkum

Associate
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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

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Latest Insights

Capital Insights: Bonds Are Acting Like Bonds Again

Capital Insights: Bonds Are Acting Like Bonds Again

This month, Trent Von Ahsen examines the bond market’s return to form, what’s driven the recent decline in volatility, and what a more stable fixed income environment could mean for your portfolio.

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Tax Diversification: A Smart Strategy for Long-Term Wealth

Tax Diversification: A Smart Strategy for Long-Term Wealth

A practical look at how tax diversification and asset location can help you build a portfolio that adapts as tax laws, income, and priorities evolve.

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Capital Insights: Is it Time to Revisit Small Caps?

Capital Insights: Is it Time to Revisit Small Caps?

This month, Trent Von Ahsen explores the quiet resurgence of small-cap stocks, why they’ve been overlooked for years, and what their recent breakout could mean for your portfolio.

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