Insights

Fee-only Investment Advisor Cedarstone Advisors operates as a fee-only investment advisor firm, providing clients with a transparent and client-focused approach to managing their assets. This unique fee structure can be emphasized as a competitive advantage to attract clients seeking unbiased financial advice.

Client-Centric Wealth Planning The emphasis on client goals and personalized wealth planning at Cedarstone Advisors positions the company well for sales opportunities by showcasing the ability to tailor investment strategies to individual needs. Highlighting the client-centric approach can resonate with potential clients looking for a customized financial plan.

Technology-Driven Solutions Utilizing a tech stack that includes Wix, Google Cloud, and Webpack, Cedarstone Advisors demonstrates a commitment to leveraging technology for efficient service delivery. Emphasizing the tech-driven solutions can appeal to prospects interested in innovative and streamlined financial services.

Wealth Protection Strategies With a focus on optimizing draw and tax strategies, Cedarstone Advisors offers clients comprehensive wealth protection strategies. This aspect can be highlighted in sales pitches to showcase the company's dedication to maximizing clients' assets and securing their financial futures.

Long-Term Client Relationships Cedarstone Advisors values building lifelong client relationships, indicating a customer-centric approach that goes beyond transactional interactions. This emphasis on fostering long-term partnerships can be leveraged in sales conversations to appeal to clients looking for a trusted and enduring advisory relationship.

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Cedarstone Advisors Tech Stack

Cedarstone Advisors uses 8 technology products and services including Wix, Google Cloud, RequireJS, and more. Explore Cedarstone Advisors's tech stack below.

  • Wix
    Content Management System
  • Google Cloud
    Infrastructure As A Service
  • RequireJS
    Javascript Frameworks
  • Polyfill
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • Zepto
    Javascript Libraries
  • Webpack
    Miscellaneous
  • Bootstrap
    UI Frameworks

Media & News

Cedarstone Advisors's Email Address Formats

Cedarstone Advisors uses at least 1 format(s):
Cedarstone Advisors Email FormatsExamplePercentage
First.Last@cedarstoneadvisors.comJohn.Doe@cedarstoneadvisors.com
50%
First.Last@cedarstoneadvisors.comJohn.Doe@cedarstoneadvisors.com
50%

Frequently Asked Questions

Where is Cedarstone Advisors's headquarters located?

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Cedarstone Advisors's main headquarters is located at 2945 Townsgate Road, Suite 200 Westlake Village, CA 91361 US. The company has employees across 1 continents, including North America.

What is Cedarstone Advisors's official website and social media links?

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Cedarstone Advisors's official website is cedarstoneadvisors.com and has social profiles on LinkedIn.

What is Cedarstone Advisors's SIC code NAICS code?

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Cedarstone Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Cedarstone Advisors have currently?

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As of February 2021, Cedarstone Advisors has approximately 2 employees across 1 continents, including North America. Key team members include Director Of Operations/Founder Of The Cupcake Club: H. B.Founding Partner: M. D.Co-Founder: M. D.. Explore Cedarstone Advisors's employee directory with LeadIQ.

What industry does Cedarstone Advisors belong to?

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Cedarstone Advisors operates in the Financial Services industry.

What technology does Cedarstone Advisors use?

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Cedarstone Advisors's tech stack includes WixGoogle CloudRequireJSPolyfillLodashZeptoWebpackBootstrap.

What is Cedarstone Advisors's email format?

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Cedarstone Advisors's email format typically follows the pattern of . Find more Cedarstone Advisors email formats with LeadIQ.

When was Cedarstone Advisors founded?

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Cedarstone Advisors was founded in 2014.
Cedarstone Advisors

Cedarstone Advisors

Financial ServicesCalifornia, United States2-10 Employees

About Cedarstone Advisors

Cedarstone Advisors is a fee-only investment advisor firm based in Westlake Village, CA. 

We believe there is more to investing than simply picking stocks and bonds. A successful investment strategy begins with careful planning to achieve a desired result. Wealth typically is not the end goal but a means to it. We help you articulate what you are trying to do with your assets and then craft the most efficient way to achieve your goals. Once we have a plan, we can match it with the appropriate asset allocation given your risk tolerance. We then finalize your plan with optimizing draw and tax strategies to make sure you get the most out of your assets. 

Our hope during this process is to give you the confidence to go forward in life without having to stress about market fluctuations knowing that you have a plan that is not based on unrealistic market returns. Cedarstone is here to partner with you and to be a life-long relationship that we believe will be mutually beneficial. We cherish our clients and hope you too will become part of the Cedarstone family.

Section iconCompany Overview

Headquarters
2945 Townsgate Road, Suite 200 Westlake Village, CA 91361 US
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

Section iconFunding & Financials

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