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Research & InsightLocal Investment Advisers named to the "Best Financial Advisers for Doctors"(December 12, 2011) Medical Economics Journal has recently named Daniel W. Wilson, CFP® and Robert T. Dignan, CFP®, of CedarPoint Investment Advisors, Inc. in Delafield, Wisconsin to the 2011 List of the United States Best Financial Advisers for Doctors. Read more... 4th Quarter 2011 Newsletter(January 30, 2012) Making Financial Resolutions? Look Back at Last Year; Debt Payoff Strategies; The Problem with Do-It-Yourself Estate Planning; Ask the Experts. Read more... |
Welcome to CedarPoint Investment Advisors, Inc.
Your Personal Chief Financial Officer (CFO). That is our tagline and mission.
As your personal CFO we handle matters affecting your family such as, but not limited to, debt management, retirement planning, cash flow analysis, college planning, estate planning, tax planning and insurance planning, YOUR objectives are OUR objectives. As a Registered Investment Advisor (RIA), it is our fiduciary duty to act in your best interests – we are legally bound to put our clients' interests first. Our clients have chosen to work with us for a number of very important reasons. They want a financial advisor who:
- Puts their interests first
- Understands their specific financial situation and the complexities surrounding all the various aspects of their balance sheet
- Offers straightforward advice that reflects their goals
- Recommends solutions that best fit their needs – not the advisors needs
- Uses a fee-based structure that encourages unbiased advice
If this sounds like the type of arrangement your family, business or charitable foundation desires we invite you to explore our website to learn more and contact us for an introductory meeting to discuss how CedarPoint can become your "Personal CFO".