Cedar Wealth | Financial Advisor in Boone, NC

Our simple three step process

Build Your Plan

Craft your retirement planned according to your individual goals and objectives.

Optimize Your Assets

Leverage our experience and expertise to work towards maximizing your assets.

Maintain Your Lifestyle

You dedicated years to get here, "just enough" is not in the retirement playbook.

Our Services

Retirement Planning

We monitor and track your progress freeing up time for you to enjoy life.

Learn more

Legacy Planning

Our goal is for you to pass on and protect your wealth from unnecessary taxation and distributions.

Learn more

Investment Management

Pursue your financial objectives while maintaining your risk tolerance level.

Learn more

Income Tax Planning

Our proactive approach may help minimize your tax burden now and in the future.

Learn more

Financial Planning

We take all the pieces of your financial puzzle and help put and keep them in place.

Learn more

About Us

At Cedar Wealth we work with retirees or those nearing retirement who desire to hire an experienced financial advisor. We create a clearly understandable and tailored plan with the goal of helping you to maximize your assets and help you maintain the lifestyle you are accustomed to. We believe there is a time to be involved in the market, and a time not to be involved. By working with us, you will have a clearly understood plan that will strive to protect, grow, and transfer your assets to the next generation.

Learn more