Navigate your life with
trusted financial advice

We combine financial planning expertise and small-town
values to help you live your life with confidence and clarity.

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We focus on thoroughly researched, well-managed investments that reflect our values of capital preservation with a reasonable return.

Our clear, well-established investment philosophy is particularly suited for clients who value steady, long-term growth over the aggressive pursuit of higher returns.

Investment Philosophy Created with Sketch. Care Shared small-town values Consistency Trusted financial services for over 35 years Competency Professionally operated


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The CedarShore Promise

We are committed to providing objective advice that is in your best interest. With years of industry experience, our team of experts strive for consistency to meet your needs at every turn.

We believe that the foundation of every relationship is based on care, decency and respect.

Real Relationships
When you call, wouldn’t it be nice if someone would answer and address you by your name?

We make the effort to get to know you and your family because we build real relationships.
Personal Approach
No one else has your family, your career and your dreams for the future – they are all uniquely yours.

We take a personal approach to provide customized advice that fits your specific needs.
Flexible Support
When life throws you a surprise, you need flexible support to help you find the best path forward.

We accommodate your requirements with service that makes sense for you.

A Process
Driven By
Your Needs

Successful financial planning looks different for everyone aside from one unifying factor: it’s about what’s best for you.




Everything begins with trust.

Our clients trust us with their financial planning. Here's what they have to say.

Your Priorities Come First
Want more time with your family and less time worrying about money?