Cedar Brook Group

Cedar Brook Group Financial Partners, LLC is a registered investment adviser offering financial planning and wealth management services. Established in July 2005, the firm emphasizes comprehensive, client-centric planning. Services include investment, retirement, trust & estate, tax, education, debt/credit, insurance, and charitable planning. Clients have discretion over implementing recommendations and can engage the firm for additional services. Investment strategies focus on protecting principal and conservative growth, with an Institutional Asset Allocation approach. Cedar Brook Group manages $1.72 billion on a discretionary basis. Fees vary, with financial planning fees ranging from $500 to $100,000 and investment management fees between 0% and 2.50% annually. The firm acts as a fiduciary, with a code of ethics ensuring client interests come first. Cedar Brook Group recommends Charles Schwab for custody and brokerage services, receiving support without cost. The firm does not vote proxies for client securities and does not disclose financial information due to its stable financial condition. Clients can direct brokerage and have investment discretion, with Cedar Brook Group monitoring accounts regularly. The firm does not vote proxies for client securities.