Cedrus Wealth Group

EST. AUM
$217,814,000

CONTACTS
5

CLIENT ACCOUNTS
1,094

Firm Details

Metro area Minneapolis
CRD Number 334995
Website cedruswealthgroup.com
Client types

Overview

Cedrus Wealth Group is a full-service financial planning firm headquartered in Andover, Minnesota. Drawing inspiration from the Cedrus Libani—the Cedar trees of Lebanon known for their strength and resilience—the firm is dedicated to building tailored financial strategies that provide a strong, unwavering foundation for its clients. Cedrus Wealth Group specializes in integrating retirement, tax, insurance, healthcare, and generosity into comprehensive plans that align with clients' values and life goals. Through its proven process—Understand, Organize, Preserve, Align, and Grow—the firm offers solutions designed to provide clarity, control, and confidence in clients' financial journeys.

Platform Details

Investment Preferences

Alternative Activity