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Cereus Financial Advisors, LLC

EST. AUM
$39,063,576

CONTACTS

CLIENT ACCOUNTS
65

Firm Details

Metro area North Jersey
CRD Number 279033
Website cereusfinancial.com
Client types

Overview

Cereus Financial Advisors, LLC is a New Jersey-based independent investment advisory firm that provides holistic wealth management and financial planning for a diverse range of clients. The firm’s investment approach is centered on creating personalized strategies that align with specific life transitions, such as retirement, career changes, or inheritance. Their methodology emphasizes long-term planning and risk-adjusted portfolio construction to help executives, business owners, and families navigate complex financial decisions. As of early 2024, the firm operates as a boutique advisory, focusing on high-touch service rather than large-scale institutional asset gathering.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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