Cedar Valley Wealth Advisors

Cedar Valley Wealth Advisors, established in 2001 as Heaton Adams Financial Services, LC, transitioned to The Heaton Hoppes Group, LLC in 2014, operating as Cedar Valley Wealth Advisors. Led by Managing Member Karla R. Hoppes, a CERTIFIED FINANCIAL PLANNER™ since 2017, the firm offers fiduciary Portfolio Management Services, Employee Benefit Plan Services, and Retirement Account Portfolio Management – IRA Fiduciary Advisors Services. The firm primarily recommends Dimensional Fund Advisors (DFA) mutual funds, emphasizing passive asset class investment with low turnover. Clients have discretion over their investments, with no minimum asset requirement. Fees are percentage-based, with Portfolio Management clients billed quarterly based on advised assets. Retirement Account Portfolio Management clients are billed annually. The firm does not participate in wrap fee programs and has no disciplinary history. Cedar Valley Wealth Advisors prioritizes conflict management, ethical conduct, and client interests, providing detailed financial planning and investment strategies. The firm's financial stability ensures the ability to meet client commitments. Clients receive regular account reviews and transparent reporting, ensuring accountability and client satisfaction.