Our Approach

Fiduciary advice that puts your interests first

We don't just say we're acting in your best financial interests—when you partner with us for financial planning and wealth management, you're partnering with a fiduciary that puts you first.

• Trustworthy Insights
• Independent Advice
• CEFEX Certified

We Are Now a CEFEX Certified Fiduciary Firm

Cedar Point Capital Partners has achieved the rigorous CEFEX certification, signifying that we meet the highest standards for investment fiduciary excellence and transparency. Can your advisor say that?

Fee-only financial planning that works for you

By eliminating commissions and other conflicts of interest, we simplify your costs and put the focus on what really matters—your future. Pay one transparent fee and get customized advice you can trust.

• Full Cost Transparency
• Client First Advice
• Competitive Fee Structures

How's Your Fee Relationship with Your Financial Adviser?

When it comes to planning your financial future, we believe that trust and transparency is critical. Here's how a fee-only, fiduciary model enables that.

Evidence-Based Investing (EBI) strategies built on data

We’re not interested in chasing the next big thing or timing market cycles—we rely on research-backed planning strategies to allocate, manage and grow your portfolio.

• Diversification Focused
• Disciplined & Data-Backed
• Cost-Conscious

What is Evidence-Based Investing?

A key part of our capital management approach here at Cedar Point Capital Partners is our focus on evidence-based investing, or EBI for short.

Partnerships focused on your life success

Your capital is more than simply money—it's your experience, your skills and your relationships. We aspire to become a trusted partner who understands the bigger picture and where you want to go.

View Our Financial Insights

What is a Life Well-Lived?

Cedar Point Capital Partners’ David Ernst offers up thoughts on what makes for a “life well-lived,” and how it ties into financial and human capital planning.