Cedar Brook Financial

EST. AUM
$1,718,674,220

CONTACTS
4

CLIENT ACCOUNTS
4,265

Firm Details

Metro area Cleveland
CRD Number 290670
Website seia.com
Client types

Overview

Cedar Brook was acquired by SEIA in April 2024. When the firm was founded in 2005, its mission was to overcome a prevailing challenge facing families who wished to plan for and manage their financial affairs. The industry leads consumers to view planning through a filter of numbers first and foremost. These number-centric conversations are so hollow it becomes tough to get grounded about what makes sense for them personally. The firm questions how a plan can truly serve a client if it is developed in a vacuum of context. Anyone can chase return or design fancy financial products. In contrast, The Humanity Factor is about learning who the client is as an individual, spouse, or parent; as a leader, mentor, or philanthropist. It is about their relationships, their life’s work, their passions, or their contributions. It is about the families, the advisors, and the firm working together toward a common purpose: to honor the client as the central figure of their own planning. Only when the firm knows who the client is can they prudently and wisely advise them.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cedar Brook Financial

Platform Details

Investment Preferences

Alternative Activity

Address

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