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

Capital Insights: Recapping the S&P's Record Run [Dec. 2024]

Capital Insights: Recapping the S&P's Record Run [Dec. 2024]

Trent Von Ahsen closes out the year with a look at the record run of the S&P 500 index, and what that may mean as we flip the calendar ahead to 2025.

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What’s Your Financial Resolution?

What’s Your Financial Resolution?

Ready to make the next year your most financially confident yet? We offer up smart strategies for tackling debt, updating your estate plan, managing risk, and more.

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Capital Insights: Does Trump 2.0 Equal Markets 2.0? [Nov. 2024]

Capital Insights: Does Trump 2.0 Equal Markets 2.0? [Nov. 2024]

This month, Trent Von Ahsen explains why early expectations for President-Elect Trump's economy may not necessarily translate into gains in the new year. What really drives the markets?

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