A Community For Independent Financial Advisors

For advisors the transition to an independent practice can be a daunting move. We get it because we’ve been there. Two feet at the edge of the diving board ready to make the leap to freedom but just the tiny bit fearful of the unknown. The ability to take the first leap can be INTENSE, but the rewards are endless!
When we made the leap and jumpstarted Cedarwood, we had a clear vision of the independence that we wanted and the family that we wanted to build. We have seen the fulfillment that fearfully “leaving our feet” had brought us as advisors and more importantly as parents, spouses, partners and friends.
Now that we are “in the pool”, we are excited to empower other advisors just like us to take that same leap! Are you ready?
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