“If we want our world to improve, we should work on ourselves first. That’s where the significant gains are to be found. Focusing on the inadequacies of others, or the unfairness in the world, is often just a trap of our own making as we resist looking in the mirror.” Joseph Deitch I had the great honor of meeting the man behind the book 'Elevate,' and more importantly, the founder of Commonwealth Financial Network! The decision to leave was HARD, but every day, I’m grateful for who we chose to do it with—a partner I like to call a 'time merchant,' as they give our advisors more time by taking minutiae off their plates. National was nothing short of a job well done. The leadership team remained unfazed by the challenging weather, and the content helped every advisor improve themselves. I enjoyed catching up with Chris Barber, the man who guided us to the founding of Cedarwood Financial Partners! You won’t find better humans than that dude! Special thanks to Wayne Bloom, Becca Hajjar, Kol Chu Birke, CFP?, Matthew Chisholm, Nancy DiBattista, Trap Kloman , Kristine McManus, CRPC? and all the other great folks behind the scenes of putting on a great conference! Now let’s go finish 2024 off STRONG! #WednesdayWisdom #DEVOTED
关于我们
Cedarwood is an independent advisory firm dedicated to providing you with investment advice and advanced financial strategies that can help you reach your goals. Our mission is to KNOW clients and colleagues well, SERVE them well and help unlock a life they can LIVE well! Go be you. The future holds more than you thought possible. Securities and advisory services offered through Commonwealth Financial Network?, Member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, CO, FL, GA, MA, ME, MO, NY, OH, OK, TX, UT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html
- 网站
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www.cedarwoodfp.com
Cedarwood Financial Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Temple，TX
- 类型
- 私人持股
- 创立
- 2022
- 领域
- Wealth Management、Retirement Planning、College Planning、Legacy Planning、Executive Benefits、Business Retirement Plans、Exit Planning、Succession和Investing
地点
Cedarwood Financial Partners员工
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Jeremy Self
Financial Planner at Cedarwood Financial Partners | Helping you with finances and more...
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David Boothby
Financial Planner | Strategic Planning | Asset Protection | Continuous Improvement
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Alex Murphy, AAMS?, CRPC?
Chief Operating Officer | Financial Planner | Senior Partner
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Angel Santiago
Senior Partner / Financial Planner
动态
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What should you consider when choosing the right firm for your career? In this video, we discuss the key aspects of firm culture that matter most when deciding where to do your life’s work. Freedom to Serve: You should have the freedom to choose investments that are in your clients’ best interests, without corporate restrictions. Aligned Values: Your firm should be built on strong, shared values. Full Support: As an advisor, you’re where the rubber meets the road. You should be provided the support you need to deliver exceptional service to your clients. Ready to make a change? We’re ready to meet you halfway! #AdvisorLife #FirmCulture #CedarwoodFinancial #FreedomToServe #SharedValues #FinancialAdvisors #WealthManagement #JoinOurTeam
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Imagine redefining the client experience on your own terms. Listen as we dive into what it means to truly shake up the service industry. It’s not just about delivering; it’s about the experience—having the freedom to personalize every interaction like a unique piece of art. ?? We’re talking real change here—reshaping how we approach clients, moving beyond one-size-fits-all, and creating something distinct for everyone we serve. This is the heart of great service, and it’s exactly what you’ll hear more of on Beyond the Trees. Stay tuned—full episode coming soon! ?? #BeyondTheTrees #PodcastPreview #CedarwoodPodcast #ClientExperience #ComingSoon #StayTuned
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We have a special announcement to make.... Introducing: Beyond the Trees ?? Cedarwood Financial Partners’ brand-new podcast! Join us for deep dives into why we launched Cedarwood, the freedom to choose your own path, and how we’re shaking up the industry. Get ready for insights, laughs, and real talk from our leadership team. Coming soon! Stay tuned for more details… ?? #BeyondTheTrees #Podcast #FinancialFreedom #Advisors #PodcastLaunch
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This aligns perfectly with another one of our core principles: control what you can control. In the face of adversity, it’s our responses that shape our paths and define our success. By choosing to focus on what we can control—our actions, attitudes, and efforts—we unlock the potential to turn any situation into an opportunity for growth and achievement! #WednesdayWisdom #DEVOTED
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Are you an advisor considering switching firms? We know the fear of the unknown can be paralyzing. Learning new systems can be cumbersome or overwhelming. Every important change has its own learning curve. However, it’s crucial to remember that at the end of each learning curve you will find growth, newfound confidence, and a sense of fulfillment. At Cedarwood, we understand your concerns and are here to guide you through this transformative journey. Every one of our advisors have gone through the same struggles you are facing. With our support, you can embrace the opportunity to redefine your practice and client experience on your terms. ??? #FinancialAdvisors #IndependentAdvisors #WealthManagement #AdvisorTransition #CedarwoodFinancialPartners #ChangeIsGood #AdvisoryServices #FinancialFreedom #GrowthMindset
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Does your financial advisor truly understand your goals, your dreams, your priorities? Do they know what fulfills you? We make that our mission with the Cedarwood Promise: Define: We take the time to understand what’s important to you. Develop: We create a plan tailored to your unique needs and walk with you through every decision. Deploy: Together, we bring that plan to life and celebrate your wins along the way. It’s not just planning—it’s a partnership. Let’s build your future together. #CedarwoodPromise #FinancialFreedom #financialadvisor #ClientFocused #FinancialPlanning #CedarwoodFinancialPartners
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Cedarwood Financial Partners转发了
One of our operational principles is: Simple is Better; Less is More. At Cedarwood Financial Partners we believe that simplifying operations is the key to unlocking organic growth for advisors. By offloading the complexities of marketing, HR, technology, and investment management to us, advisors can focus on what truly matters. Less admin, more business development. Less hassle, more impact. If you’re tired of doing things you don’t like doing, let’s chat! #SimpleIsBetter #DEVOTED
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Don’t sacrifice your personal life for professional success. Find the balance with Cedarwood Financial Partners. We’re more than just a firm—we’re a family. Built by entrepreneurial leaders who sought a family-focused culture, Cedarwood gives you the independence to serve your clients your way. Whether it’s building your practice, managing your portfolio, or planning your succession, you have the freedom to choose your path. We provide the resources, tools, and collaboration you need to thrive while living the life you’ve always wanted. Here, your purpose and passion align with professional success. This is your life’s work, and we’re here to help you achieve it every step of the way. Partner with Cedarwood and live the life you’ve dreamed of. #CedarwoodFinancialPartners #FinancialFreedom #AdvisorLife #financialadvisor #JoinOurTeam #
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