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: The Complex Picture Facing the Fed

Capital Insights: The Complex Picture Facing the Fed

This month, Trent Von Ahsen examines the Federal Reserve's recent decision to hold interest rates steady, and what may be influencing their outlook as we move further into 2025.

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Your Guide to Employee Stock Purchase Plans

Your Guide to Employee Stock Purchase Plans

Employee Stock Purchase Plans (ESPPs) offer a unique opportunity to purchase discounted stock—but understanding the details is key to maximizing your outcomes. Start your exploration here.

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Capital Insights: Why Valuations Matter for Long-Term Performance

Capital Insights: Why Valuations Matter for Long-Term Performance

Trent Von Ahsen kicks off 2025 with an in-depth analysis of current U.S. stock market valuations and the implications for long-term portfolio performance in this video.

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